SSWM
Sheets Smith Wealth Management’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-14,759
| Closed | -$993K | – | 222 |
|
|
2015
Q2 | $993K | Buy |
14,759
+18
| +0.1% | +$1.21K | 0.27% | 110 |
|
|
2015
Q1 | $1.04M | Buy |
+14,741
| New | +$1.04M | 0.29% | 105 |
|
|
2014
Q1 | – | Sell |
-14,543
| Closed | -$588K | – | 263 |
|
|
2013
Q4 | $588K | Buy |
+14,543
| New | +$588K | 0.16% | 167 |
|