WealthPLAN Partners’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26
| Closed | -$6.51K | – | 678 |
|
|
2023
Q2 | $6.51K | Sell |
26
-38
| -59% | -$9.51K | ﹤0.01% | 865 |
|
|
2023
Q1 | $13.7K | Buy |
+64
| New | +$13.7K | ﹤0.01% | 788 |
|
|
2016
Q3 | $1.99K | Sell |
26
-351
| -93% | -$26.9K | ﹤0.01% | 854 |
|
|
2016
Q2 | $1.85K | Buy |
+377
| New | +$1.85K | ﹤0.01% | 2252 |
|
|
2015
Q4 | $3.74K | Buy |
+1,137
| New | +$3.74K | ﹤0.01% | 1400 |
|
|
2015
Q2 | $3K | Sell |
47
-25
| -35% | -$1.6K | ﹤0.01% | 365 |
|
|
2015
Q1 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 439 |
|