Cyndeo Wealth Partners’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 | $297K | Sell |
1,617
-9
| -0.6% | -$1.65K | 0.02% | 385 |
|
|
2025
Q1 | $280K | Sell |
1,626
-4
| -0.2% | -$690 | 0.02% | 378 |
|
|
2024
Q4 | $243K | Sell |
1,630
-26
| -2% | -$3.87K | 0.02% | 402 |
|
|
2024
Q3 | $266K | Buy |
+1,656
| New | +$266K | 0.02% | 392 |
|
|
2023
Q1 | – | Sell |
-9,506
| Closed | -$975K | – | 326 |
|
|
2022
Q4 | $975K | Buy |
+9,506
| New | +$975K | 0.11% | 169 |
|