BDO Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $34.9K | Buy |
309
+30
| +11% | +$3.39K | ﹤0.01% | 487 |
|
2023
Q1 | $29.1K | Buy |
279
+55
| +25% | +$5.74K | ﹤0.01% | 522 |
|
2022
Q4 | $23K | Buy |
224
+190
| +559% | +$19.5K | ﹤0.01% | 551 |
|
2022
Q3 | $3K | Sell |
34
-32
| -48% | -$2.82K | ﹤0.01% | 880 |
|
2022
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 761 |
|
2022
Q1 | $9K | Hold |
66
| – | – | ﹤0.01% | 752 |
|
2021
Q4 | $9K | Hold |
66
| – | – | ﹤0.01% | 741 |
|
2021
Q3 | $8K | Sell |
66
-12
| -15% | -$1.46K | ﹤0.01% | 762 |
|
2021
Q2 | $9K | Hold |
78
| – | – | ﹤0.01% | 765 |
|
2021
Q1 | $9K | Sell |
78
-173
| -69% | -$20K | ﹤0.01% | 749 |
|
2020
Q4 | $29K | Buy |
251
+180
| +254% | +$20.8K | ﹤0.01% | 412 |
|
2020
Q3 | $7K | Buy |
71
+62
| +689% | +$6.11K | ﹤0.01% | 522 |
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 656 |
|
2020
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 705 |
|
2018
Q3 | – | Sell |
-53
| Closed | -$4K | – | 638 |
|
2018
Q2 | $4K | Buy |
53
+1
| +2% | +$75 | ﹤0.01% | 523 |
|
2018
Q1 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 457 |
|
2017
Q3 | – | Sell |
-52
| Closed | -$3K | – | 490 |
|
2017
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 473 |
|