JFS Wealth Advisors’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 | $26.3K | Hold |
|
|||||
|
2025
Q2 | $28.6K | Buy |
|
|||||
|
2025
Q1 | $25.2K | Buy |
|
|||||
|
2024
Q4 | $21.2K | Sell |
|
|||||
|
2024
Q3 | $24.9K | Buy |
|
|||||
|
2024
Q2 | $18.5K | Sell |
|
|||||
|
2024
Q1 | $19.1K | Sell |
|
|||||
|
2023
Q4 | $18.9K | Buy |
|
|||||
|
2023
Q3 | $14.4K | Buy |
|
|||||
|
2023
Q2 | $13.8K | Hold |
|
|||||
|
2023
Q1 | $12.7K | Sell |
|
|||||
|
2022
Q4 | $13K | Sell |
|
|||||
|
2022
Q3 | $12K | Sell |
|
|||||
|
2022
Q2 | $13K | Sell |
|
|||||
|
2022
Q1 | $33K | Buy |
|
|||||
|
2021
Q4 | $32K | Sell |
|
|||||
|
2021
Q3 | $98K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $4K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $2K | Hold |
|
|||||
|
2017
Q4 | $2K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $3K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $8K | Hold |
|
|||||
|
2015
Q1 | $9K | Sell |
|
|||||
|
2014
Q4 | $21K | Buy |
|
|||||
|
2014
Q3 | $7K | Hold |
|
|||||
|
2014
Q2 | $7K | Buy |
|