WR Wealth Planners’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $463K | Sell |
2,206
-253
| -10% | -$53.1K | 0.15% | 100 |
|
|
2024
Q3 | $706K | Buy |
2,459
+100
| +4% | +$28.7K | 0.2% | 83 |
|
|
2024
Q2 | $739K | Buy |
2,359
+105
| +5% | +$32.9K | 0.23% | 67 |
|
|
2024
Q1 | $757K | Buy |
2,254
+119
| +6% | +$40K | 0.24% | 62 |
|
|
2023
Q4 | $604K | Buy |
2,135
+272
| +15% | +$77K | 0.22% | 81 |
|
|
2023
Q3 | $459K | Buy |
1,863
+89
| +5% | +$21.9K | 0.17% | 95 |
|
|
2023
Q2 | $444K | Buy |
1,774
+69
| +4% | +$17.3K | 0.17% | 100 |
|
|
2023
Q1 | $364K | Buy |
1,705
+494
| +41% | +$106K | 0.16% | 106 |
|
|
2022
Q4 | $235K | Buy |
1,211
+502
| +71% | +$97.5K | 0.14% | 104 |
|
|
2022
Q3 | $130K | Buy |
+709
| New | +$130K | 0.09% | 113 |
|