Edge 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
Q1
Sell
-292
Closed -$40K 258
2021
Q4
$40K Buy
292
+1
+0.3% +$137 0.01% 190
2021
Q3
$33K Buy
291
+1
+0.3% +$113 0.01% 212
2021
Q2
$34K Buy
290
+1
+0.3% +$117 0.01% 223
2021
Q1
$32K Buy
289
+1
+0.3% +$111 0.01% 225
2020
Q4
$33K Buy
+288
New +$33K 0.01% 210