Liberty Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-119
| Closed | -$32K | – | 591 |
|
|
2021
Q3 | $32K | Buy |
119
+95
| +396% | +$25.5K | 0.01% | 523 |
|
|
2021
Q2 | $5K | Buy |
24
+4
| +20% | +$833 | ﹤0.01% | 786 |
|
|
2021
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $4K | Buy |
20
+4
| +25% | +$800 | ﹤0.01% | 725 |
|
|
2020
Q3 | $3K | Sell |
16
-6
| -27% | -$1.13K | ﹤0.01% | 710 |
|
|
2020
Q2 | $4K | Sell |
22
-4
| -15% | -$727 | ﹤0.01% | 647 |
|
|
2020
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 622 |
|
|
2019
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 694 |
|
|
2019
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 669 |
|
|
2019
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 692 |
|
|
2019
Q1 | $3K | Buy |
26
+3
| +13% | +$346 | ﹤0.01% | 590 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 673 |
|