MinichMacGregor Wealth Management’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-312
| Closed | -$32K | – | 328 |
|
|
2022
Q4 | $32K | Buy |
+312
| New | +$32K | 0.01% | 233 |
|
|
2018
Q4 | – | Sell |
-361
| Closed | -$27K | – | 274 |
|
|
2018
Q3 | $27K | Sell |
361
-5
| -1% | -$374 | 0.02% | 182 |
|
|
2018
Q2 | $26K | Hold |
366
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $26K | Sell |
366
-10
| -3% | -$710 | 0.02% | 178 |
|
|
2017
Q4 | $26K | Sell |
376
-2
| -0.5% | -$138 | 0.02% | 170 |
|
|
2017
Q3 | $25K | Sell |
378
-4
| -1% | -$265 | 0.02% | 169 |
|
|
2017
Q2 | $25K | Sell |
382
-29
| -7% | -$1.9K | 0.02% | 163 |
|
|
2017
Q1 | $24K | Sell |
411
-10
| -2% | -$584 | 0.02% | 160 |
|
|
2016
Q4 | $23K | Sell |
421
-69
| -14% | -$3.77K | 0.02% | 161 |
|
|
2016
Q3 | $26K | Hold |
490
| – | – | 0.02% | 162 |
|
|
2016
Q2 | $25K | Buy |
490
+30
| +7% | +$1.53K | 0.02% | 159 |
|
|
2016
Q1 | $21K | Sell |
460
-20
| -4% | -$913 | 0.02% | 170 |
|
|
2015
Q4 | $22K | Buy |
+480
| New | +$22K | 0.02% | 159 |
|