B.O.S.S. Retirement Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,181
| Closed | -$6.13M | – | 239 |
|
|
2024
Q3 | $6.13M | Buy |
38,181
+4,420
| +13% | +$710K | 1.24% | 19 |
|
|
2024
Q2 | $4.62M | Buy |
33,761
+11,908
| +54% | +$1.63M | 1.18% | 20 |
|
|
2024
Q1 | $2.81M | Sell |
21,853
-411
| -2% | -$52.8K | 1.07% | 26 |
|
|
2023
Q4 | $2.86M | Buy |
22,264
+1,347
| +6% | +$173K | 0.55% | 43 |
|
|
2023
Q3 | $2.3M | Buy |
20,917
+2,158
| +12% | +$237K | 0.5% | 57 |
|
|
2023
Q2 | $2.12M | Buy |
+18,759
| New | +$2.12M | 0.45% | 64 |
|