Curi Wealth Management’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-226
| Closed | -$21K | – | 419 |
|
|
2022
Q2 | $21K | Buy |
226
+26
| +13% | +$2.42K | ﹤0.01% | 299 |
|
|
2022
Q1 | $26K | Hold |
200
| – | – | ﹤0.01% | 262 |
|
|
2021
Q4 | $27K | Buy |
+200
| New | +$27K | ﹤0.01% | 220 |
|
|
2021
Q1 | – | Sell |
-14
| Closed | -$1K | – | 273 |
|
|
2020
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 358 |
|