Principle 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 | $282K | Buy |
1,539
+86
| +6% | +$15.8K | 0.02% | 317 |
|
|
2025
Q1 | $251K | Hold |
1,453
| – | – | 0.02% | 312 |
|
|
2024
Q4 | $217K | Sell |
1,453
-56
| -4% | -$8.35K | 0.02% | 321 |
|
|
2024
Q3 | $242K | Buy |
1,509
+1
| +0.1% | +$161 | 0.02% | 309 |
|
|
2024
Q2 | $206K | Hold |
1,508
| – | – | 0.02% | 320 |
|
|
2024
Q1 | $207K | Buy |
+1,508
| New | +$207K | 0.02% | 333 |
|
|
2020
Q3 | – | Sell |
-1,511
| Closed | -$138K | – | 277 |
|
|
2020
Q2 | $138K | Buy |
+1,511
| New | +$138K | 0.04% | 178 |
|