Lucia Wealth Services’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$884K Buy
2020
Q2
$730K Sell
2020
Q1
$657K Buy
2019
Q4
$711K Sell
2019
Q3
$722K Sell
2019
Q2
$732K Sell
2019
Q1
$779K Buy
2018
Q4
$422K Sell
2018
Q3
$742K Buy