Heritage Wealth Management (Arizona)’s Intercontinental Exchange ICE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ICE Stock Details ICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.29M	Sell
2024 Q1	$1.43M	Sell
2023 Q4	$1.34M	Buy
2022 Q4	$3.31M	Buy
2022 Q3	$1.32M	Sell
2022 Q2	$1.38M	Sell
2022 Q1	$1.97M	Buy
2021 Q3	$1.19M	Buy
2021 Q2	$1.06M	Buy
2021 Q1	$937K	Buy