GJWM
Gilliland Jeter Wealth Management’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
4,044
-16
| -0.4% | -$2.94K | 0.24% | 90 |
|
|
2025
Q1 | $700K | Sell |
4,060
-77
| -2% | -$13.3K | 0.25% | 88 |
|
|
2024
Q4 | $617K | Sell |
4,137
-77
| -2% | -$11.5K | 0.21% | 92 |
|
|
2024
Q3 | $677K | Sell |
4,214
-1
| -0% | -$161 | 0.22% | 93 |
|
|
2024
Q2 | $577K | Sell |
4,215
-41
| -1% | -$5.61K | 0.19% | 100 |
|
|
2024
Q1 | $585K | Sell |
4,256
-476
| -10% | -$65.4K | 0.2% | 104 |
|
|
2023
Q4 | $608K | Buy |
+4,732
| New | +$608K | 0.25% | 92 |
|