SW
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Simplicity Wealth’s Icon ICLR Stock Holding History

Simplicity Wealth’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-700
Closed -$201K – 428
2024
Q3 		$201K Sell
700
-16,400
-96% -$4.71M 0.02% 478
2024
Q2 		$5.36M Sell
17,100
-18
-0.1% -$5.64K 0.12% 170
2024
Q1 		$5.75M Buy
+17,118
New +$5.75M 0.14% 151