SteelPeak Wealth’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,428
| Closed | -$299K | – | 519 |
|
|
2024
Q4 | $299K | Sell |
1,428
-72
| -5% | -$15.1K | 0.01% | 391 |
|
|
2024
Q3 | $431K | Sell |
1,500
-2,000
| -57% | -$575K | 0.02% | 325 |
|
|
2024
Q2 | $1.1M | Buy |
3,500
+1,032
| +42% | +$324K | 0.05% | 211 |
|
|
2024
Q1 | $829K | Buy |
2,468
+1,643
| +199% | +$552K | 0.04% | 233 |
|
|
2023
Q4 | $234K | Sell |
825
-264
| -24% | -$74.7K | 0.01% | 351 |
|
|
2023
Q3 | $268K | Buy |
+1,089
| New | +$268K | 0.02% | 332 |
|
|
2023
Q2 | – | Sell |
-2,426
| Closed | -$518K | – | 419 |
|
|
2023
Q1 | $518K | Sell |
2,426
-522
| -18% | -$111K | 0.04% | 233 |
|
|
2022
Q4 | $573K | Buy |
2,948
+932
| +46% | +$181K | 0.04% | 225 |
|
|
2022
Q3 | $371K | Sell |
2,016
-298
| -13% | -$54.8K | 0.03% | 294 |
|
|
2022
Q2 | $501K | Sell |
2,314
-664
| -22% | -$144K | 0.04% | 249 |
|
|
2022
Q1 | $724K | Buy |
+2,978
| New | +$724K | 0.04% | 216 |
|