Delap Wealth Advisory’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,941
Closed -$267K 204
2024
Q1
$267K Buy
1,941
+136
+8% +$18.7K 0.11% 177
2023
Q4
$232K Buy
+1,805
New +$232K 0.11% 85