MWS
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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