Wealth Alliance’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 |
-1,482
| Closed | -$311K | – | 531 |
|
|
2024
Q4 | $311K | Buy |
1,482
+150
| +11% | +$31.5K | 0.04% | 374 |
|
|
2024
Q3 | $383K | Buy |
1,332
+339
| +34% | +$97.4K | 0.05% | 340 |
|
|
2024
Q2 | $311K | Buy |
+993
| New | +$311K | 0.04% | 370 |
|
|
2023
Q2 | – | Sell |
-1,099
| Closed | -$235K | – | 520 |
|
|
2023
Q1 | $235K | Sell |
1,099
-558
| -34% | -$119K | 0.04% | 432 |
|
|
2022
Q4 | $322K | Sell |
1,657
-124
| -7% | -$24.1K | 0.06% | 323 |
|
|
2022
Q3 | $327K | Sell |
1,781
-363
| -17% | -$66.6K | 0.06% | 302 |
|
|
2022
Q2 | $465K | Buy |
2,144
+76
| +4% | +$16.5K | 0.09% | 227 |
|
|
2022
Q1 | $503K | Sell |
2,068
-77
| -4% | -$18.7K | 0.1% | 216 |
|
|
2021
Q4 | $664K | Sell |
2,145
-6
| -0.3% | -$1.86K | 0.13% | 173 |
|
|
2021
Q3 | $564K | Buy |
2,151
+291
| +16% | +$76.3K | 0.13% | 181 |
|
|
2021
Q2 | $384K | Sell |
1,860
-36
| -2% | -$7.43K | 0.09% | 257 |
|
|
2021
Q1 | $372K | Buy |
1,896
+85
| +5% | +$16.7K | 0.1% | 238 |
|
|
2020
Q4 | $353K | Sell |
1,811
-34
| -2% | -$6.63K | 0.1% | 245 |
|
|
2020
Q3 | $353K | Sell |
1,845
-149
| -7% | -$28.5K | 0.13% | 197 |
|
|
2020
Q2 | $336K | Buy |
+1,994
| New | +$336K | 0.13% | 197 |
|