Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.72M | Buy |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $1.47M | Sell |
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|
2019
Q4 | $1.73M | Hold |
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|
2019
Q3 | $1.72M | Buy |
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|
2019
Q2 | $1.57M | Sell |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $1.39M | Sell |
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|
2018
Q2 | $1.38M | Hold |
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|
2018
Q1 | $1.36M | Hold |
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|
2017
Q4 | $1.32M | Sell |
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|
2017
Q3 | $1.33M | Sell |
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|
2017
Q2 | $1.28M | Buy |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $1.06M | Buy |
|