Lenox Wealth Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 604 |
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 670 |
|
2021
Q3 | $3K | Sell |
10
-170
| -94% | -$51K | ﹤0.01% | 601 |
|
2021
Q2 | $37K | Hold |
180
| – | – | ﹤0.01% | 274 |
|
2021
Q1 | $35K | Hold |
180
| – | – | ﹤0.01% | 233 |
|
2020
Q4 | $35K | Hold |
180
| – | – | 0.01% | 236 |
|
2020
Q3 | $34K | Hold |
180
| – | – | 0.01% | 206 |
|
2020
Q2 | $30K | Sell |
180
-55
| -23% | -$9.17K | ﹤0.01% | 224 |
|
2020
Q1 | $32K | Buy |
235
+55
| +31% | +$7.49K | 0.01% | 183 |
|
2019
Q4 | $31K | Buy |
180
+170
| +1,700% | +$29.3K | ﹤0.01% | 251 |
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 580 |
|
2019
Q2 | $2K | Sell |
10
-11
| -52% | -$2.2K | ﹤0.01% | 360 |
|
2019
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 458 |
|
2018
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 318 |
|
2018
Q3 | $3K | Sell |
21
-89
| -81% | -$12.7K | ﹤0.01% | 337 |
|
2018
Q2 | $15K | Buy |
110
+89
| +424% | +$12.1K | ﹤0.01% | 292 |
|
2018
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 472 |
|
2017
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 339 |
|
2014
Q1 | – | Sell |
-40
| Closed | -$2K | – | 260 |
|
2013
Q4 | $2K | Sell |
40
-8
| -17% | -$400 | ﹤0.01% | 308 |
|
2013
Q3 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 236 |
|