Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-101
| Closed | -$13K | – | 589 |
|
|
2021
Q3 | $13K | Buy |
101
+27
| +36% | +$3.48K | ﹤0.01% | 759 |
|
|
2021
Q2 | $9K | Sell |
74
-14
| -16% | -$1.7K | ﹤0.01% | 679 |
|
|
2021
Q1 | $9K | Hold |
88
| – | – | ﹤0.01% | 617 |
|
|
2020
Q4 | $9K | Buy |
88
+31
| +54% | +$3.17K | ﹤0.01% | 612 |
|
|
2020
Q3 | $6K | Buy |
57
+12
| +27% | +$1.26K | ﹤0.01% | 597 |
|
|
2020
Q2 | $4K | Sell |
45
-6
| -12% | -$533 | ﹤0.01% | 646 |
|
|
2020
Q1 | $4K | Buy |
51
+6
| +13% | +$471 | ﹤0.01% | 621 |
|
|
2019
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 693 |
|
|
2019
Q3 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 668 |
|