Wealthspire Advisors (Maryland)’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $239K | Buy |
+1,253
| New | +$239K | 0.01% | 403 |
|
|
2019
Q2 | – | Sell |
-476
| Closed | -$65K | – | 1190 |
|
|
2019
Q1 | $65K | Sell |
476
-197
| -29% | -$26.9K | ﹤0.01% | 794 |
|
|
2018
Q4 | $87K | Sell |
673
-219
| -25% | -$28.3K | 0.01% | 648 |
|
|
2018
Q3 | $137K | Buy |
892
+3
| +0.3% | +$461 | 0.01% | 564 |
|
|
2018
Q2 | $118K | Sell |
889
-73
| -8% | -$9.69K | 0.01% | 636 |
|
|
2018
Q1 | $114K | Sell |
962
-37
| -4% | -$4.39K | 0.01% | 660 |
|
|
2017
Q4 | $112K | Buy |
999
+11
| +1% | +$1.23K | 0.01% | 670 |
|
|
2017
Q3 | $113K | Buy |
988
+32
| +3% | +$3.66K | 0.01% | 658 |
|
|
2017
Q2 | $93K | Buy |
956
+367
| +62% | +$35.7K | 0.01% | 720 |
|
|
2017
Q1 | $47K | Sell |
589
-11
| -2% | -$878 | 0.01% | 816 |
|
|
2016
Q4 | $45K | Sell |
600
-220
| -27% | -$16.5K | 0.01% | 795 |
|
|
2016
Q3 | $63K | Buy |
820
+106
| +15% | +$8.14K | 0.01% | 713 |
|
|
2016
Q2 | $50K | Buy |
714
+75
| +12% | +$5.25K | 0.01% | 731 |
|
|
2016
Q1 | $48K | Buy |
639
+146
| +30% | +$11K | 0.01% | 710 |
|
|
2015
Q4 | $38K | Buy |
+493
| New | +$38K | 0.01% | 791 |
|