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Trajan Wealth’s Icon ICLR Stock Holding History

Trajan Wealth’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-649
Closed -$203K – 184
2024
Q2 		$203K Sell
649
-50
-7% -$15.7K 0.01% 155
2024
Q1 		$235K Buy
+699
New +$235K 0.02% 160