Golden State 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 | $56.8K | Sell |
309
-13
| -4% | -$2.39K | 0.01% | 617 |
|
|
2025
Q1 | $55.6K | Sell |
322
-23
| -7% | -$3.97K | 0.01% | 570 |
|
|
2024
Q4 | $51.4K | Buy |
+345
| New | +$51.4K | 0.01% | 572 |
|
|
2020
Q2 | – | Sell |
-556
| Closed | -$45K | – | 505 |
|
|
2020
Q1 | $45K | Buy |
+556
| New | +$45K | 0.02% | 377 |
|
|
2019
Q4 | – | Sell |
-256
| Closed | -$24K | – | 449 |
|
|
2019
Q3 | $24K | Hold |
256
| – | – | 0.01% | 584 |
|
|
2019
Q2 | $22K | Hold |
256
| – | – | 0.01% | 601 |
|
|
2019
Q1 | $19K | Buy |
+256
| New | +$19K | 0.01% | 641 |
|