Lenox Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.58M | Buy |
9,364
+214
| +2% | +$36K | 0.48% | 39 |
|
|
2020
Q1 | $1.24M | Sell |
9,150
-314
| -3% | -$42.7K | 0.43% | 42 |
|
|
2019
Q4 | $1.63M | Buy |
9,464
+155
| +2% | +$26.7K | 0.46% | 39 |
|
|
2019
Q3 | $1.37M | Buy |
9,309
+479
| +5% | +$70.5K | 0.4% | 42 |
|
|
2019
Q2 | $1.36M | Buy |
8,830
+171
| +2% | +$26.3K | 0.41% | 43 |
|
|
2019
Q1 | $1.18M | Sell |
8,659
-32
| -0.4% | -$4.37K | 0.37% | 48 |
|
|
2018
Q4 | $1.12M | Sell |
8,691
-460
| -5% | -$59.4K | 0.38% | 46 |
|
|
2018
Q3 | $1.41M | Sell |
9,151
-213
| -2% | -$32.8K | 0.42% | 43 |
|
|
2018
Q2 | $1.24M | Sell |
9,364
-168
| -2% | -$22.3K | 0.4% | 56 |
|
|
2018
Q1 | $1.13M | Sell |
9,532
-500
| -5% | -$59.1K | 0.36% | 58 |
|
|
2017
Q4 | $1.13M | Buy |
10,032
+1,682
| +20% | +$189K | 0.34% | 57 |
|
|
2017
Q3 | $950K | Buy |
8,350
+1,624
| +24% | +$185K | 0.33% | 57 |
|
|
2017
Q2 | $658K | Buy |
+6,726
| New | +$658K | 0.27% | 71 |
|