Kingswood 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 | $264K | Sell |
1,438
-136
| -9% | -$25K | 0.02% | 611 |
|
|
2025
Q1 | $272K | Sell |
1,574
-30
| -2% | -$5.18K | 0.02% | 581 |
|
|
2024
Q4 | $239K | Sell |
1,604
-1,261
| -44% | -$188K | 0.02% | 686 |
|
|
2024
Q3 | $460K | Buy |
2,865
+183
| +7% | +$29.4K | 0.03% | 474 |
|
|
2024
Q2 | $367K | Sell |
2,682
-133
| -5% | -$18.2K | 0.03% | 469 |
|
|
2024
Q1 | $387K | Buy |
2,815
+5
| +0.2% | +$687 | 0.04% | 414 |
|
|
2023
Q4 | $361K | Buy |
+2,810
| New | +$361K | 0.04% | 420 |
|