Plante Moran Financial Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1058 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 828 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$3K | – | 807 |
|
|
2020
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 621 |
|
|
2018
Q4 | – | Sell |
-19
| Closed | -$3K | – | 924 |
|
|
2018
Q3 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 644 |
|
|
2015
Q3 | – | Sell |
-10
| Closed | -$1K | – | 729 |
|
|
2015
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 700 |
|
|
2015
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 694 |
|
|
2014
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 782 |
|
|
2014
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 769 |
|
|
2014
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 841 |
|