Heritage Wealth Advisors’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 | $1.47K | Hold |
8
| – | – | ﹤0.01% | 523 |
|
|
2025
Q1 | $1.38K | Sell |
8
-12
| -60% | -$2.07K | ﹤0.01% | 521 |
|
|
2024
Q4 | $2.98K | Buy |
20
+4
| +25% | +$596 | ﹤0.01% | 536 |
|
|
2024
Q3 | $2.57K | Buy |
+16
| New | +$2.57K | ﹤0.01% | 537 |
|
|
2023
Q3 | – | Sell |
-52
| Closed | -$5.88K | – | 545 |
|
|
2023
Q2 | $5.88K | Buy |
+52
| New | +$5.88K | ﹤0.01% | 461 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$1.85K | – | 507 |
|
|
2019
Q4 | $1.85K | Buy |
+20
| New | +$1.85K | ﹤0.01% | 574 |
|