Tradition Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-157
| Closed | -$44K | – | 763 |
|
|
2023
Q4 | $44K | Hold |
157
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $39K | Hold |
157
| – | – | ﹤0.01% | 667 |
|
|
2023
Q2 | $39K | Hold |
157
| – | – | ﹤0.01% | 701 |
|
|
2023
Q1 | $34K | Hold |
157
| – | – | ﹤0.01% | 716 |
|
|
2022
Q4 | $30K | Sell |
157
-40
| -20% | -$7.64K | ﹤0.01% | 656 |
|
|
2022
Q3 | $36K | Sell |
197
-5
| -2% | -$914 | 0.01% | 606 |
|
|
2022
Q2 | $44K | Hold |
202
| – | – | 0.01% | 484 |
|
|
2022
Q1 | $49K | Hold |
202
| – | – | 0.01% | 522 |
|
|
2021
Q4 | $63K | Hold |
202
| – | – | 0.01% | 481 |
|
|
2021
Q3 | $53K | Buy |
202
+5
| +3% | +$1.31K | 0.01% | 493 |
|
|
2021
Q2 | $41K | Buy |
+197
| New | +$41K | 0.01% | 579 |
|