MBM Wealth Consultants’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-120
| Closed | -$26K | – | 182 |
|
|
2023
Q1 | $26K | Hold |
120
| – | – | 0.01% | 180 |
|
|
2022
Q4 | $23K | Hold |
120
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $23K | Hold |
120
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $26K | Hold |
120
| – | – | 0.01% | 189 |
|
|
2022
Q1 | $29K | Sell |
120
-45
| -27% | -$10.9K | 0.01% | 204 |
|
|
2021
Q4 | $51K | Hold |
165
| – | – | 0.02% | 159 |
|
|
2021
Q3 | $43K | Hold |
165
| – | – | 0.02% | 153 |
|
|
2021
Q2 | $34K | Hold |
165
| – | – | 0.02% | 160 |
|
|
2021
Q1 | $32K | Hold |
165
| – | – | 0.02% | 159 |
|
|
2020
Q4 | $32K | Hold |
165
| – | – | 0.02% | 152 |
|
|
2020
Q3 | $32K | Hold |
165
| – | – | 0.02% | 147 |
|
|
2020
Q2 | $28K | Hold |
165
| – | – | 0.02% | 145 |
|
|
2020
Q1 | $22K | Hold |
165
| – | – | 0.02% | 135 |
|
|
2019
Q4 | $28K | Hold |
165
| – | – | 0.02% | 139 |
|
|
2019
Q3 | $24K | Hold |
165
| – | – | 0.02% | 141 |
|
|
2019
Q2 | $25K | Hold |
165
| – | – | 0.02% | 143 |
|
|
2019
Q1 | $23K | Buy |
+165
| New | +$23K | 0.02% | 146 |
|