Aries 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,777
| Closed | -$228K | – | 211 |
|
|
2023
Q4 | $228K | Buy |
+1,777
| New | +$228K | 0.08% | 180 |
|
|
2023
Q3 | – | Sell |
-1,777
| Closed | -$201K | – | 202 |
|
|
2023
Q2 | $201K | Buy |
+1,777
| New | +$201K | 0.08% | 193 |
|
|
2022
Q1 | – | Sell |
-1,577
| Closed | -$216K | – | 137 |
|
|
2021
Q4 | $216K | Buy |
+1,577
| New | +$216K | 0.08% | 173 |
|