Wealth Enhancement Advisory Services’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,212
| Closed | -$387K | – | 3392 |
|
|
2025
Q1 | $387K | Sell |
2,212
-621
| -22% | -$109K | ﹤0.01% | 2215 |
|
|
2024
Q4 | $594K | Sell |
2,833
-306
| -10% | -$64.2K | ﹤0.01% | 1844 |
|
|
2024
Q3 | $902K | Sell |
3,139
-336
| -10% | -$96.5K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $1.09M | Sell |
3,475
-269
| -7% | -$84.3K | ﹤0.01% | 1239 |
|
|
2024
Q1 | $1.26M | Buy |
3,744
+482
| +15% | +$162K | ﹤0.01% | 1132 |
|
|
2023
Q4 | $923K | Sell |
3,262
-522
| -14% | -$148K | ﹤0.01% | 1205 |
|
|
2023
Q3 | $932K | Buy |
+3,784
| New | +$932K | ﹤0.01% | 1133 |
|