Wealthcare Advisory Partners’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 |
-1,098
| Closed | -$230K | – | 924 |
|
|
2024
Q4 | $230K | Sell |
1,098
-4,159
| -79% | -$872K | 0.01% | 805 |
|
|
2024
Q3 | $1.51M | Sell |
5,257
-216
| -4% | -$62.1K | 0.04% | 320 |
|
|
2024
Q2 | $1.72M | Buy |
5,473
+356
| +7% | +$112K | 0.05% | 261 |
|
|
2024
Q1 | $1.72M | Buy |
+5,117
| New | +$1.72M | 0.06% | 258 |
|
|
2021
Q2 | – | Sell |
-77
| Closed | -$15K | – | 1149 |
|
|
2021
Q1 | $15K | Buy |
+77
| New | +$15K | ﹤0.01% | 1316 |
|
|
2020
Q2 | – | Sell |
-77
| Closed | -$10K | – | 808 |
|
|
2020
Q1 | $10K | Hold |
77
| – | – | ﹤0.01% | 923 |
|
|
2019
Q4 | $13K | Hold |
77
| – | – | ﹤0.01% | 873 |
|
|
2019
Q3 | $11K | Hold |
77
| – | – | ﹤0.01% | 894 |
|
|
2019
Q2 | $12K | Hold |
77
| – | – | ﹤0.01% | 861 |
|
|
2019
Q1 | $11K | Hold |
77
| – | – | ﹤0.01% | 790 |
|
|
2018
Q4 | $10K | Hold |
77
| – | – | ﹤0.01% | 782 |
|
|
2018
Q3 | $12K | Hold |
77
| – | – | ﹤0.01% | 797 |
|
|
2018
Q2 | $10K | Hold |
77
| – | – | ﹤0.01% | 833 |
|
|
2018
Q1 | $9K | Sell |
77
-33
| -30% | -$3.86K | ﹤0.01% | 747 |
|
|
2017
Q4 | $12K | Buy |
110
+33
| +43% | +$3.6K | ﹤0.01% | 632 |
|
|
2017
Q3 | $9K | Buy |
+77
| New | +$9K | ﹤0.01% | 564 |
|