High Net Worth Advisory Group’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-500
| Closed | -$51.3K | – | 369 |
|
2022
Q4 | $51.3K | Hold |
500
| – | – | 0.02% | 323 |
|
2022
Q3 | $45K | Hold |
500
| – | – | 0.02% | 348 |
|
2022
Q2 | $47K | Hold |
500
| – | – | 0.02% | 333 |
|
2022
Q1 | $66K | Hold |
500
| – | – | 0.02% | 306 |
|
2021
Q4 | $68K | Buy |
+500
| New | +$68K | 0.02% | 307 |
|