MWS
Maxwell Wealth Strategies’s Intercontinental Exchange ICE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $2.68M | Sell |
17,963
-250
| -1% | -$37.3K | 1.09% | 26 |
|
2024
Q3 | $2.87M | Buy |
18,213
+3,193
| +21% | +$504K | 1.22% | 24 |
|
2024
Q2 | $2.06M | Buy |
15,020
+63
| +0.4% | +$8.62K | 1.01% | 34 |
|
2024
Q1 | $1.99M | Buy |
14,957
+12,658
| +551% | +$1.69M | 1.01% | 36 |
|
2023
Q4 | $295K | Buy |
+2,299
| New | +$295K | 0.19% | 80 |
|