Dynasty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,832
| Closed | -$833K | – | 236 |
|
|
2025
Q1 | $833K | Sell |
4,832
-377
| -7% | -$65K | 0.01% | 161 |
|
|
2024
Q4 | $776K | Buy |
5,209
+198
| +4% | +$29.5K | 0.01% | 168 |
|
|
2024
Q3 | $805K | Sell |
5,011
-228
| -4% | -$36.6K | 0.02% | 146 |
|
|
2024
Q2 | $717K | Buy |
5,239
+205
| +4% | +$28.1K | 0.02% | 157 |
|
|
2024
Q1 | $692K | Buy |
+5,034
| New | +$692K | 0.02% | 158 |
|