Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-610
| Closed | -$46K | – | 196 |
|
|
2019
Q1 | $46K | Hold |
610
| – | – | 0.04% | 197 |
|
|
2018
Q4 | $46K | Sell |
610
-13
| -2% | -$980 | 0.05% | 186 |
|
|
2018
Q3 | $47K | Hold |
623
| – | – | 0.04% | 203 |
|
|
2018
Q2 | $46K | Hold |
623
| – | – | 0.04% | 201 |
|
|
2018
Q1 | $45K | Hold |
623
| – | – | 0.05% | 184 |
|
|
2017
Q4 | $44K | Buy |
+623
| New | +$44K | 0.04% | 191 |
|