Spire 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
Q2 | $89.6K | Sell |
616
-39
| -6% | -$5.67K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $115K | Buy |
655
+12
| +2% | +$2.1K | ﹤0.01% | 987 |
|
|
2024
Q4 | $135K | Buy |
643
+112
| +21% | +$23.5K | ﹤0.01% | 937 |
|
|
2024
Q3 | $153K | Sell |
531
-101
| -16% | -$29K | 0.01% | 801 |
|
|
2024
Q2 | $198K | Buy |
632
+100
| +19% | +$31.3K | 0.01% | 719 |
|
|
2024
Q1 | $179K | Sell |
532
-100
| -16% | -$33.6K | ﹤0.01% | 797 |
|
|
2023
Q4 | $164K | Hold |
632
| – | – | 0.01% | 821 |
|
|
2023
Q3 | $156K | Sell |
632
-3
| -0.5% | -$739 | 0.01% | 792 |
|
|
2023
Q2 | $159K | Hold |
635
| – | – | 0.01% | 797 |
|
|
2023
Q1 | $136K | Buy |
635
+119
| +23% | +$25.4K | 0.01% | 864 |
|
|
2022
Q4 | $100K | Hold |
516
| – | – | 0.01% | 742 |
|
|
2022
Q3 | $95K | Sell |
516
-119
| -19% | -$21.9K | 0.01% | 724 |
|
|
2022
Q2 | $138K | Sell |
635
-81
| -11% | -$17.6K | 0.01% | 901 |
|
|
2022
Q1 | $174K | Sell |
716
-9
| -1% | -$2.19K | ﹤0.01% | 948 |
|
|
2021
Q4 | $225K | Buy |
725
+9
| +1% | +$2.79K | 0.01% | 1044 |
|
|
2021
Q3 | $188K | Hold |
716
| – | – | 0.01% | 951 |
|
|
2021
Q2 | $148K | Sell |
716
-39
| -5% | -$8.06K | ﹤0.01% | 1049 |
|
|
2021
Q1 | $148K | Buy |
+755
| New | +$148K | ﹤0.01% | 1198 |
|