Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-340
| Closed | -$46.7K | – | 321 |
|
|
2024
Q1 | $46.7K | Sell |
340
-150
| -31% | -$20.6K | 0.02% | 119 |
|
|
2023
Q4 | $62.9K | Sell |
490
-60
| -11% | -$7.71K | 0.03% | 97 |
|
|
2023
Q3 | $60.5K | Sell |
550
-375
| -41% | -$41.3K | 0.03% | 95 |
|
|
2023
Q2 | $105K | Hold |
925
| – | – | 0.05% | 78 |
|
|
2023
Q1 | $96.5K | Hold |
925
| – | – | 0.05% | 75 |
|
|
2022
Q4 | $94.9K | Hold |
925
| – | – | 0.05% | 75 |
|
|
2022
Q3 | $84K | Buy |
925
+200
| +28% | +$18.2K | 0.05% | 73 |
|
|
2022
Q2 | $68K | Buy |
725
+450
| +164% | +$42.2K | 0.04% | 77 |
|
|
2022
Q1 | $36K | Buy |
+275
| New | +$36K | 0.02% | 121 |
|