MinichMacGregor Wealth Management’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-69
| Closed | -$13.4K | – | 331 |
|
|
2022
Q4 | $13.4K | Buy |
+69
| New | +$13.4K | ﹤0.01% | 380 |
|
|
2018
Q4 | – | Sell |
-98
| Closed | -$14K | – | 275 |
|
|
2018
Q3 | $14K | Sell |
98
-3
| -3% | -$429 | 0.01% | 271 |
|
|
2018
Q2 | $13K | Hold |
101
| – | – | 0.01% | 270 |
|
|
2018
Q1 | $11K | Sell |
101
-4
| -4% | -$436 | 0.01% | 295 |
|
|
2017
Q4 | $11K | Hold |
105
| – | – | 0.01% | 288 |
|
|
2017
Q3 | $11K | Buy |
105
+16
| +18% | +$1.68K | 0.01% | 267 |
|
|
2017
Q2 | $8K | Sell |
89
-30
| -25% | -$2.7K | 0.01% | 300 |
|
|
2017
Q1 | $9K | Buy |
119
+32
| +37% | +$2.42K | 0.01% | 288 |
|
|
2016
Q4 | $6K | Buy |
+87
| New | +$6K | 0.01% | 324 |
|