Purus 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 |
-970
| Closed | -$203K | – | 122 |
|
2024
Q4 | $203K | Sell |
970
-1,221
| -56% | -$256K | 0.08% | 120 |
|
2024
Q3 | $629K | Hold |
2,191
| – | – | 0.27% | 57 |
|
2024
Q2 | $687K | Hold |
2,191
| – | – | 0.3% | 53 |
|
2024
Q1 | $736K | Hold |
2,191
| – | – | 0.36% | 50 |
|
2023
Q4 | $620K | Sell |
2,191
-74
| -3% | -$20.9K | 0.36% | 54 |
|
2023
Q3 | $558K | Sell |
2,265
-4
| -0.2% | -$985 | 0.38% | 54 |
|
2023
Q2 | $568K | Sell |
2,269
-8
| -0.4% | -$2K | 0.37% | 56 |
|
2023
Q1 | $486K | Hold |
2,277
| – | – | 0.38% | 60 |
|
2022
Q4 | $442K | Sell |
2,277
-4
| -0.2% | -$777 | 0.4% | 60 |
|
2022
Q3 | $419K | Hold |
2,281
| – | – | 0.39% | 62 |
|
2022
Q2 | $494K | Hold |
2,281
| – | – | 0.44% | 59 |
|
2022
Q1 | $555K | Sell |
2,281
-10
| -0.4% | -$2.43K | 0.38% | 63 |
|
2021
Q4 | $710K | Hold |
2,291
| – | – | 0.45% | 58 |
|
2021
Q3 | $600K | Buy |
+2,291
| New | +$600K | 0.41% | 51 |
|