BIA
Benchmark Investment Advisors’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,173
| Closed | -$246K | – | 86 |
|
|
2023
Q2 | $246K | Sell |
2,173
-1,078
| -33% | -$122K | 0.23% | 81 |
|
|
2023
Q1 | $339K | Sell |
3,251
-1,851
| -36% | -$193K | 0.35% | 66 |
|
|
2022
Q4 | $523K | Sell |
5,102
-743
| -13% | -$76.2K | 0.55% | 54 |
|
|
2022
Q3 | $528K | Sell |
5,845
-107
| -2% | -$9.67K | 0.57% | 51 |
|
|
2022
Q2 | $560K | Sell |
5,952
-1,105
| -16% | -$104K | 0.58% | 55 |
|
|
2022
Q1 | $932K | Sell |
7,057
-3,077
| -30% | -$406K | 0.7% | 40 |
|
|
2021
Q4 | $1.39M | Buy |
+10,134
| New | +$1.39M | 1.14% | 28 |
|