CM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Hold |
2,765
| – | – | 0.15% | 53 |
|
|
2025
Q1 | $477K | Hold |
2,765
| – | – | 0.15% | 57 |
|
|
2024
Q4 | $412K | Hold |
2,765
| – | – | 0.13% | 56 |
|
|
2024
Q3 | $444K | Buy |
+2,765
| New | +$444K | 0.14% | 55 |
|
|
2024
Q2 | – | Sell |
-1,665
| Closed | -$223K | – | 119 |
|
|
2024
Q1 | $223K | Hold |
1,665
| – | – | 0.06% | 167 |
|
|
2023
Q4 | $214K | Buy |
+1,665
| New | +$214K | 0.09% | 72 |
|