Icon shares owned by Lucia Wealth Services
Historical chart of Lucia Wealth Services investment in Icon
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All positions including Icon held by Lucia Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Icon by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $2.6M | 13k | 191.09 |
| 2020-06-30 | $1.6M | 9.6k | 168.42 |
| 2020-03-31 | $1.1M | 8.3k | 136.02 |
| 2019-12-31 | $1.3M | 7.8k | 172.25 |
| 2019-09-30 | $1.2M | 7.8k | 147.29 |
| 2019-06-30 | $1.3M | 8.2k | 154.00 |
| 2019-03-31 | $1.2M | 8.6k | 136.53 |
| 2018-12-31 | $942k | 7.3k | 129.18 |
| 2018-09-30 | $1.6M | 10k | 153.73 |
| 2018-06-30 | $1.6M | 12k | 132.51 |
| 2018-03-31 | $2.4M | 21k | 118.12 |
| 2017-12-31 | $1.7M | 16k | 112.17 |