Phillips Financial 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 | $277K | Buy |
1,510
+22
| +1% | +$4.04K | 0.02% | 163 |
|
|
2025
Q1 | $257K | Sell |
1,488
-56
| -4% | -$9.66K | 0.02% | 166 |
|
|
2024
Q4 | $230K | Buy |
1,544
+5
| +0.3% | +$745 | 0.02% | 167 |
|
|
2024
Q3 | $247K | Buy |
1,539
+12
| +0.8% | +$1.93K | 0.02% | 168 |
|
|
2024
Q2 | $209K | Buy |
1,527
+25
| +2% | +$3.42K | 0.02% | 180 |
|
|
2024
Q1 | $206K | Buy |
+1,502
| New | +$206K | 0.02% | 175 |
|