Sowell Financial Services’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 |
-3,182
| Closed | -$557K | – | 1068 |
|
2025
Q1 | $557K | Buy |
+3,182
| New | +$557K | 0.03% | 556 |
|
2021
Q2 | – | Sell |
-390
| Closed | -$87K | – | 1527 |
|
2021
Q1 | $87K | Buy |
390
+135
| +53% | +$30.1K | ﹤0.01% | 1422 |
|
2020
Q4 | $50K | Buy |
255
+109
| +75% | +$21.4K | ﹤0.01% | 1401 |
|
2020
Q3 | $28K | Sell |
146
-16
| -10% | -$3.07K | ﹤0.01% | 1411 |
|
2020
Q2 | $27K | Sell |
162
-303
| -65% | -$50.5K | ﹤0.01% | 1365 |
|
2020
Q1 | $63K | Buy |
465
+343
| +281% | +$46.5K | ﹤0.01% | 974 |
|
2019
Q4 | $21K | Buy |
+122
| New | +$21K | ﹤0.01% | 1421 |
|