Peterson Wealth Services’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 | $90.6K | Buy |
494
+1
| +0.2% | +$183 | 0.02% | 148 |
|
|
2025
Q1 | $85K | Sell |
493
-2,829
| -85% | -$488K | 0.03% | 148 |
|
|
2024
Q4 | $495K | Buy |
3,322
+94
| +3% | +$14K | 0.15% | 88 |
|
|
2024
Q3 | $519K | Buy |
3,228
+225
| +7% | +$36.1K | 0.17% | 90 |
|
|
2024
Q2 | $411K | Buy |
3,003
+38
| +1% | +$5.2K | 0.14% | 98 |
|
|
2024
Q1 | $407K | Sell |
2,965
-5
| -0.2% | -$687 | 0.15% | 95 |
|
|
2023
Q4 | $382K | Buy |
2,970
+76
| +3% | +$9.76K | 0.16% | 70 |
|
|
2023
Q3 | $318K | Buy |
2,894
+24
| +0.8% | +$2.64K | 0.24% | 52 |
|
|
2023
Q2 | $325K | Buy |
2,870
+38
| +1% | +$4.3K | 0.16% | 72 |
|
|
2023
Q1 | $295K | Sell |
2,832
-125
| -4% | -$13K | 0.15% | 75 |
|
|
2022
Q4 | $303K | Buy |
2,957
+95
| +3% | +$9.75K | 0.17% | 70 |
|
|
2022
Q3 | $259K | Buy |
2,862
+298
| +12% | +$27K | 0.18% | 75 |
|
|
2022
Q2 | $241K | Buy |
2,564
+285
| +13% | +$26.8K | 0.17% | 77 |
|
|
2022
Q1 | $301K | Buy |
2,279
+387
| +20% | +$51.1K | 0.19% | 75 |
|
|
2021
Q4 | $259K | Buy |
+1,892
| New | +$259K | 0.17% | 75 |
|