OWA
Opal Wealth Advisors’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-666
| Closed | -$117K | – | 577 |
|
|
2025
Q1 | $117K | Buy |
+666
| New | +$117K | 0.04% | 252 |
|
|
2024
Q3 | – | Sell |
-540
| Closed | -$169K | – | 644 |
|
|
2024
Q2 | $169K | Sell |
540
-60
| -10% | -$18.8K | 0.05% | 203 |
|
|
2024
Q1 | $202K | Buy |
+600
| New | +$202K | 0.07% | 169 |
|
|
2022
Q1 | – | Sell |
-697
| Closed | -$216K | – | 114 |
|
|
2021
Q4 | $216K | Buy |
+697
| New | +$216K | 0.14% | 113 |
|