Mission Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,065
| Closed | -$223K | – | 641 |
|
|
2024
Q4 | $223K | Sell |
1,065
-16
| -1% | -$3.36K | 0.01% | 576 |
|
|
2024
Q3 | $311K | Buy |
1,081
+16
| +2% | +$4.6K | 0.01% | 519 |
|
|
2024
Q2 | $334K | Buy |
1,065
+2
| +0.2% | +$627 | 0.01% | 486 |
|
|
2024
Q1 | $357K | Hold |
1,063
| – | – | 0.01% | 488 |
|
|
2023
Q4 | $301K | Hold |
1,063
| – | – | 0.01% | 451 |
|
|
2023
Q3 | $262K | Sell |
1,063
-1
| -0.1% | -$246 | 0.01% | 448 |
|
|
2023
Q2 | $266K | Buy |
1,064
+1
| +0.1% | +$250 | 0.01% | 443 |
|
|
2023
Q1 | $227K | Hold |
1,063
| – | – | 0.01% | 463 |
|
|
2022
Q4 | $206K | Buy |
+1,063
| New | +$206K | 0.01% | 468 |
|
|
2022
Q1 | – | Sell |
-807
| Closed | -$250K | – | 516 |
|
|
2021
Q4 | $250K | Buy |
+807
| New | +$250K | 0.01% | 447 |
|