MFS
Mirabella Financial Services’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-82,180
| Closed | -$23.6M | – | 258 |
|
|
2024
Q3 | $23.6M | Sell |
82,180
-22,049
| -21% | -$6.33M | 1.31% | 15 |
|
|
2024
Q2 | $32.7M | Buy |
+104,229
| New | +$32.7M | 2.37% | 7 |
|
|
2023
Q2 | – | Sell |
-46,338
| Closed | -$8.66M | – | 559 |
|
|
2023
Q1 | $8.66M | Buy |
46,338
+25,230
| +120% | +$4.72M | 1.31% | 14 |
|
|
2022
Q4 | $4.1M | Buy |
+21,108
| New | +$4.1M | 0.37% | 47 |
|
|
2022
Q1 | – | Sell |
-9,650
| Closed | -$2.99M | – | 601 |
|
|
2021
Q4 | $2.99M | Buy |
+9,650
| New | +$2.99M | 0.3% | 79 |
|
|
2021
Q3 | – | Sell |
-23,748
| Closed | -$4.91M | – | 481 |
|
|
2021
Q2 | $4.91M | Buy |
23,748
+3,669
| +18% | +$758K | 0.88% | 28 |
|
|
2021
Q1 | $3.94M | Buy |
+20,079
| New | +$3.94M | 1.22% | 20 |
|