VWA
V Wealth Advisors’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,058
| Closed | -$1.27M | – | 221 |
|
|
2023
Q2 | $1.27M | Buy |
5,058
+177
| +4% | +$44.3K | 0.21% | 98 |
|
|
2023
Q1 | $1.04M | Sell |
4,881
-79
| -2% | -$16.9K | 0.2% | 112 |
|
|
2022
Q4 | $963K | Sell |
4,960
-457
| -8% | -$88.8K | 0.2% | 120 |
|
|
2022
Q3 | $996K | Buy |
5,417
+346
| +7% | +$63.6K | 0.2% | 112 |
|
|
2022
Q2 | $1.1M | Buy |
5,071
+144
| +3% | +$31.2K | 0.21% | 120 |
|
|
2022
Q1 | $1.2M | Buy |
4,927
+361
| +8% | +$87.8K | 0.19% | 124 |
|
|
2021
Q4 | $1.41M | Buy |
4,566
+89
| +2% | +$27.6K | 0.21% | 115 |
|
|
2021
Q3 | $1.17M | Buy |
4,477
+284
| +7% | +$74.4K | 0.18% | 135 |
|
|
2021
Q2 | $867K | Buy |
4,193
+128
| +3% | +$26.5K | 0.14% | 171 |
|
|
2021
Q1 | $798K | Hold |
4,065
| – | – | 0.15% | 175 |
|
|
2020
Q4 | $793K | Buy |
+4,065
| New | +$793K | 0.16% | 157 |
|
|
2020
Q3 | – | Sell |
-3,873
| Closed | -$653K | – | 238 |
|
|
2020
Q2 | $653K | Sell |
3,873
-219
| -5% | -$36.9K | 0.17% | 150 |
|
|
2020
Q1 | $556K | Buy |
+4,092
| New | +$556K | 0.17% | 136 |
|
|
2019
Q3 | – | Sell |
-2,354
| Closed | -$364K | – | 298 |
|
|
2019
Q2 | $364K | Sell |
2,354
-50
| -2% | -$7.73K | 0.14% | 170 |
|
|
2019
Q1 | $321K | Sell |
2,404
-15
| -0.6% | -$2K | 0.13% | 168 |
|
|
2018
Q4 | $321K | Buy |
2,419
+5
| +0.2% | +$663 | 0.16% | 147 |
|
|
2018
Q3 | $373K | Sell |
2,414
-75
| -3% | -$11.6K | 0.17% | 148 |
|
|
2018
Q2 | $345K | Buy |
2,489
+105
| +4% | +$14.6K | 0.19% | 129 |
|
|
2018
Q1 | $273K | Sell |
2,384
-45
| -2% | -$5.15K | 0.15% | 160 |
|
|
2017
Q4 | $270K | Buy |
2,429
+110
| +5% | +$12.2K | 0.14% | 158 |
|
|
2017
Q3 | $265K | Buy |
+2,319
| New | +$265K | 0.13% | 150 |
|