Portside Wealth Group’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
1,816
+193
| +12% | +$28.1K | 0.04% | 381 |
|
|
2025
Q1 | $284K | Sell |
1,623
-793
| -33% | -$139K | 0.05% | 350 |
|
|
2024
Q4 | $507K | Sell |
2,416
-1,818
| -43% | -$381K | 0.08% | 224 |
|
|
2024
Q3 | $1.22M | Buy |
4,234
+325
| +8% | +$93.4K | 0.21% | 114 |
|
|
2024
Q2 | $1.23M | Buy |
3,909
+254
| +7% | +$79.6K | 0.23% | 104 |
|
|
2024
Q1 | $1.23M | Buy |
3,655
+651
| +22% | +$219K | 0.23% | 106 |
|
|
2023
Q4 | $850K | Buy |
3,004
+78
| +3% | +$22.1K | 0.16% | 144 |
|
|
2023
Q3 | $719K | Buy |
2,926
+62
| +2% | +$15.2K | 0.14% | 154 |
|
|
2023
Q2 | $717K | Buy |
+2,864
| New | +$717K | 0.13% | 158 |
|