SIA
Schechter Investment Advisors’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,593
| Closed | -$334K | – | 659 |
|
|
2024
Q4 | $334K | Sell |
1,593
-1,434
| -47% | -$301K | 0.03% | 464 |
|
|
2024
Q3 | $870K | Sell |
3,027
-984
| -25% | -$283K | 0.06% | 277 |
|
|
2024
Q2 | $1.26M | Buy |
4,011
+41
| +1% | +$12.9K | 0.09% | 191 |
|
|
2024
Q1 | $1.33M | Sell |
3,970
-78
| -2% | -$26.2K | 0.1% | 191 |
|
|
2023
Q4 | $1.15M | Sell |
4,048
-440
| -10% | -$125K | 0.1% | 205 |
|
|
2023
Q3 | $1.11M | Buy |
4,488
+22
| +0.5% | +$5.42K | 0.11% | 204 |
|
|
2023
Q2 | $1.12M | Buy |
4,466
+196
| +5% | +$49K | 0.1% | 223 |
|
|
2023
Q1 | $912K | Buy |
4,270
+419
| +11% | +$89.5K | 0.08% | 276 |
|
|
2022
Q4 | $748K | Buy |
3,851
+1,795
| +87% | +$349K | 0.07% | 380 |
|
|
2022
Q3 | $378K | Sell |
2,056
-1,449
| -41% | -$266K | 0.04% | 605 |
|
|
2022
Q2 | $759K | Buy |
3,505
+1,854
| +112% | +$401K | 0.07% | 375 |
|
|
2022
Q1 | $402K | Buy |
1,651
+512
| +45% | +$125K | 0.04% | 596 |
|
|
2021
Q4 | $353K | Buy |
+1,139
| New | +$353K | 0.03% | 622 |
|