JFS Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Buy |
156
+10
| +7% | +$1.84K | ﹤0.01% | 578 |
|
|
2025
Q1 | $25.2K | Buy |
146
+4
| +3% | +$690 | ﹤0.01% | 613 |
|
|
2024
Q4 | $21.2K | Sell |
142
-13
| -8% | -$1.94K | ﹤0.01% | 629 |
|
|
2024
Q3 | $24.9K | Buy |
155
+20
| +15% | +$3.21K | ﹤0.01% | 596 |
|
|
2024
Q2 | $18.5K | Sell |
135
-4
| -3% | -$548 | ﹤0.01% | 615 |
|
|
2024
Q1 | $19.1K | Sell |
139
-8
| -5% | -$1.1K | ﹤0.01% | 635 |
|
|
2023
Q4 | $18.9K | Buy |
147
+16
| +12% | +$2.06K | ﹤0.01% | 597 |
|
|
2023
Q3 | $14.4K | Buy |
131
+9
| +7% | +$990 | ﹤0.01% | 619 |
|
|
2023
Q2 | $13.8K | Hold |
122
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $12.7K | Sell |
122
-5
| -4% | -$521 | ﹤0.01% | 638 |
|
|
2022
Q4 | $13K | Sell |
127
-6
| -5% | -$616 | ﹤0.01% | 623 |
|
|
2022
Q3 | $12K | Sell |
133
-1
| -0.7% | -$90 | ﹤0.01% | 677 |
|
|
2022
Q2 | $13K | Sell |
134
-113
| -46% | -$11K | ﹤0.01% | 695 |
|
|
2022
Q1 | $33K | Buy |
247
+16
| +7% | +$2.14K | ﹤0.01% | 503 |
|
|
2021
Q4 | $32K | Sell |
231
-622
| -73% | -$86.2K | ﹤0.01% | 495 |
|
|
2021
Q3 | $98K | Buy |
+853
| New | +$98K | 0.01% | 313 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$4K | – | 605 |
|
|
2020
Q4 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 495 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$2K | – | 509 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 480 |
|
|
2017
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 487 |
|
|
2016
Q2 | – | Sell |
-60
| Closed | -$3K | – | 554 |
|
|
2016
Q1 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 486 |
|
|
2015
Q3 | – | Sell |
-190
| Closed | -$8K | – | 519 |
|
|
2015
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 379 |
|
|
2015
Q1 | $9K | Sell |
190
-295
| -61% | -$14K | ﹤0.01% | 373 |
|
|
2014
Q4 | $21K | Buy |
485
+295
| +155% | +$12.8K | ﹤0.01% | 282 |
|
|
2014
Q3 | $7K | Hold |
190
| – | – | ﹤0.01% | 362 |
|
|
2014
Q2 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 355 |
|