Mosaic Family Wealth Partners’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 | $249K | Buy |
1,355
+42
| +3% | +$7.71K | 0.03% | 196 |
|
|
2025
Q1 | $227K | Sell |
1,313
-66
| -5% | -$11.4K | 0.03% | 197 |
|
|
2024
Q4 | $206K | Buy |
1,379
+134
| +11% | +$20K | 0.03% | 199 |
|
|
2024
Q3 | $200K | Buy |
+1,245
| New | +$200K | 0.03% | 203 |
|
|
2024
Q2 | – | Sell |
-1,883
| Closed | -$259K | – | 202 |
|
|
2024
Q1 | $259K | Buy |
+1,883
| New | +$259K | 0.04% | 181 |
|