Mowery & Schoenfeld 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
$14.3K Hold
78
0.02% 192
2025
Q1
$13.5K Sell
78
-11
-12% -$1.9K 0.03% 239
2024
Q4
$13.3K Buy
+89
New +$13.3K 0.03% 201