Accurate Wealth Management’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-150
| Closed | -$16K | – | 789 |
|
|
2022
Q4 | $16K | Buy |
+150
| New | +$16K | 0.01% | 748 |
|
|
2022
Q2 | – | Sell |
-11,347
| Closed | -$1.5M | – | 172 |
|
|
2022
Q1 | $1.5M | Buy |
11,347
+8,420
| +288% | +$1.11M | 0.67% | 28 |
|
|
2021
Q4 | $378K | Buy |
2,927
+97
| +3% | +$12.5K | 0.31% | 87 |
|
|
2021
Q3 | $355K | Buy |
2,830
+539
| +24% | +$67.6K | 0.31% | 88 |
|
|
2021
Q2 | $272K | Buy |
+2,291
| New | +$272K | 0.24% | 102 |
|