Wealthspire Advisors (Maryland)’s ICL Group ICL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-899
| Closed | -$5K | – | 1189 |
|
2019
Q1 | $5K | Sell |
899
-115
| -11% | -$640 | ﹤0.01% | 1825 |
|
2018
Q4 | $6K | Buy |
1,014
+137
| +16% | +$811 | ﹤0.01% | 1660 |
|
2018
Q3 | $5K | Hold |
877
| – | – | ﹤0.01% | 1793 |
|
2018
Q2 | $4K | Hold |
877
| – | – | ﹤0.01% | 1882 |
|
2018
Q1 | $4K | Hold |
877
| – | – | ﹤0.01% | 1912 |
|
2017
Q4 | $4K | Hold |
877
| – | – | ﹤0.01% | 1904 |
|
2017
Q3 | $4K | Sell |
877
-175
| -17% | -$798 | ﹤0.01% | 1849 |
|
2017
Q2 | $5K | Buy |
1,052
+93
| +10% | +$442 | ﹤0.01% | 1761 |
|
2017
Q1 | $4K | Buy |
959
+253
| +36% | +$1.06K | ﹤0.01% | 1563 |
|
2016
Q4 | $3K | Buy |
+706
| New | +$3K | ﹤0.01% | 1476 |
|