Institute for Wealth Management’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $548K | Hold |
|
|||||
|
2025
Q2 | $597K | Buy |
|
|||||
|
2025
Q1 | $551K | Buy |
|
|||||
|
2024
Q4 | $424K | Buy |
|
|||||
|
2024
Q3 | $425K | Hold |
|
|||||
|
2024
Q2 | $362K | Buy |
|
|||||
|
2024
Q1 | $363K | Hold |
|
|||||
|
2023
Q4 | $339K | Sell |
|
|||||
|
2023
Q3 | $304K | Buy |
|
|||||
|
2023
Q2 | $309K | Sell |
|
|||||
|
2023
Q1 | $289K | Hold |
|
|||||
|
2022
Q4 | $284K | Buy |
|
|||||
|
2022
Q3 | $230K | Buy |
|
|||||
|
2022
Q2 | $210K | Sell |
|
|||||
|
2022
Q1 | $304K | Buy |
|
|||||
|
2021
Q4 | $314K | Hold |
|
|||||
|
2021
Q3 | $264K | Hold |
|
|||||
|
2021
Q2 | $273K | Buy |
|
|||||
|
2021
Q1 | $249K | Buy |
|
|||||
|
2020
Q4 | $232K | Buy |
|