LBA Wealth Management’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-325
| Closed | -$17K | – | 429 |
|
|
2015
Q4 | $17K | Buy |
+325
| New | +$17K | 0.01% | 263 |
|
|
2014
Q3 | – | Sell |
-4,170
| Closed | -$158K | – | 430 |
|
|
2014
Q2 | $158K | Hold |
4,170
| – | – | 0.13% | 99 |
|
|
2014
Q1 | $165K | Hold |
4,170
| – | – | 0.14% | 92 |
|
|
2013
Q4 | $188K | Buy |
+4,170
| New | +$188K | 0.15% | 81 |
|