SWS
SYSTM Wealth Solutions’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,255
| Closed | -$393K | – | 344 |
|
|
2024
Q2 | $393K | Sell |
1,255
-5,789
| -82% | -$1.81M | 0.09% | 155 |
|
|
2024
Q1 | $2.37M | Buy |
7,044
+151
| +2% | +$50.7K | 0.3% | 99 |
|
|
2023
Q4 | $1.95M | Sell |
6,893
-370
| -5% | -$105K | 0.27% | 108 |
|
|
2023
Q3 | $1.79M | Buy |
7,263
+581
| +9% | +$143K | 0.27% | 100 |
|
|
2023
Q2 | $1.67M | Buy |
6,682
+437
| +7% | +$109K | 0.23% | 121 |
|
|
2023
Q1 | $1.33M | Buy |
6,245
+241
| +4% | +$51.5K | 0.21% | 133 |
|
|
2022
Q4 | $1.17M | Buy |
+6,004
| New | +$1.17M | 0.15% | 184 |
|