B. Riley Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $394K | Sell |
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|
2025
Q2 | $470K | Buy |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $692K | Sell |
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|
2024
Q1 | $889K | Buy |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $889K | Buy |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $649K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $847K | Buy |
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|
2020
Q3 | $724K | Sell |
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|
2020
Q2 | $682K | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $811K | Buy |
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|
2019
Q2 | $287K | Buy |
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|
2019
Q1 | $208K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $228K | Sell |
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|
2014
Q4 | $2.15K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.96K | Buy |
|