Cassady Schiller Wealth Management’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.66K | Buy |
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|
2024
Q3 | $482 | Hold |
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|
2024
Q2 | $411 | Sell |
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|
2024
Q1 | $55.4K | Buy |
|
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|
2023
Q4 | $51.4K | Sell |
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|
2023
Q3 | $62.6K | Buy |
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|
2023
Q2 | $45.2K | Hold |
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|
2023
Q1 | $41.7K | Sell |
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|
2022
Q4 | $43.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $57K | Buy |
|