Provenance Wealth Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8
| Closed | -$1.4K | – | 481 |
|
|
2025
Q1 | $1.4K | Hold |
8
| – | – | ﹤0.01% | 438 |
|
|
2024
Q4 | $1.68K | Hold |
8
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $2.3K | Hold |
8
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $2.51K | Hold |
8
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $2.69K | Hold |
8
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $2.27K | Hold |
8
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $1.97K | Buy |
+8
| New | +$1.97K | ﹤0.01% | 326 |
|