MGB Wealth Management’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
6,352
-487
| -7% | -$89.1K | 0.38% | 58 |
|
|
2025
Q1 | $1.18M | Buy |
6,839
+601
| +10% | +$104K | 0.43% | 61 |
|
|
2024
Q4 | $930K | Buy |
6,238
+96
| +2% | +$14.3K | 0.29% | 73 |
|
|
2024
Q3 | $984K | Sell |
6,142
-1,752
| -22% | -$281K | 0.36% | 69 |
|
|
2024
Q2 | $1.17M | Buy |
7,894
+260
| +3% | +$38.5K | 0.44% | 57 |
|
|
2024
Q1 | $1.05M | Hold |
7,634
| – | – | 0.43% | 65 |
|
|
2023
Q4 | $981K | Buy |
+7,634
| New | +$981K | 0.49% | 59 |
|