LAS
LWM Advisory Services’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$110 | – | 116 |
|
|
2023
Q3 | $110 | Buy |
+1
| New | +$110 | ﹤0.01% | 146 |
|
|
2022
Q2 | – | Sell |
-5,040
| Closed | -$666K | – | 116 |
|
|
2022
Q1 | $666K | Buy |
5,040
+50
| +1% | +$6.61K | 0.83% | 34 |
|
|
2021
Q4 | $682K | Buy |
+4,990
| New | +$682K | 0.85% | 36 |
|