PWAG
Polaris Wealth Advisory Group’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $897K | Buy |
8,154
+669
| +9% | +$73.6K | 0.07% | 122 |
|
|
2023
Q2 | $846K | Buy |
7,485
+682
| +10% | +$77.1K | 0.06% | 117 |
|
|
2023
Q1 | $709K | Buy |
6,803
+33
| +0.5% | +$3.44K | 0.05% | 126 |
|
|
2022
Q4 | $736K | Buy |
+6,770
| New | +$736K | 0.05% | 125 |
|
|
2018
Q4 | – | Sell |
-376
| Closed | -$28K | – | 288 |
|
|
2018
Q3 | $28K | Hold |
376
| – | – | ﹤0.01% | 298 |
|
|
2018
Q2 | $27K | Hold |
376
| – | – | ﹤0.01% | 159 |
|
|
2018
Q1 | $27K | Buy |
+376
| New | +$27K | ﹤0.01% | 273 |
|