GoalVest Advisory’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 | $266K | Buy |
1,450
+491
| +51% | +$90.1K | 0.07% | 111 |
|
|
2025
Q1 | $165K | Buy |
959
+268
| +39% | +$46.2K | 0.05% | 127 |
|
|
2024
Q4 | $103K | Sell |
691
-62
| -8% | -$9.24K | 0.03% | 148 |
|
|
2024
Q3 | $121K | Buy |
753
+103
| +16% | +$16.5K | 0.03% | 131 |
|
|
2024
Q2 | $89K | Sell |
650
-16
| -2% | -$2.19K | 0.03% | 140 |
|
|
2024
Q1 | $91.5K | Buy |
666
+560
| +528% | +$77K | 0.03% | 149 |
|
|
2023
Q4 | $13.6K | Sell |
106
-591
| -85% | -$75.9K | 0.01% | 238 |
|
|
2023
Q3 | $76.7K | Buy |
697
+172
| +33% | +$18.9K | 0.04% | 123 |
|
|
2023
Q2 | $59.4K | Buy |
+525
| New | +$59.4K | 0.03% | 131 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 415 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 335 |
|