IWS
Insight Wealth Strategies’s Intercontinental Exchange ICE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.4M | Buy |
18,720
+4,187
| +29% | +$761K | 0.43% | 75 |
|
2025
Q1 | $2.51M | Buy |
14,533
+3
| +0% | +$518 | 0.34% | 83 |
|
2024
Q4 | $2.17M | Sell |
14,530
-1,355
| -9% | -$202K | 0.29% | 90 |
|
2024
Q3 | $2.55M | Buy |
15,885
+139
| +0.9% | +$22.3K | 0.34% | 79 |
|
2024
Q2 | $2.16M | Buy |
15,746
+480
| +3% | +$65.7K | 0.31% | 79 |
|
2024
Q1 | $2.1M | Sell |
15,266
-415
| -3% | -$57K | 0.31% | 83 |
|
2023
Q4 | $2.01M | Buy |
+15,681
| New | +$2.01M | 0.33% | 68 |
|