Redmont Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-55
| Closed | -$8.84K | – | 173 |
|
2024
Q3 | $8.84K | Sell |
55
-132
| -71% | -$21.2K | 0.01% | 186 |
|
2024
Q2 | $25.6K | Hold |
187
| – | – | 0.04% | 117 |
|
2024
Q1 | $25.7K | Buy |
+187
| New | +$25.7K | 0.04% | 132 |
|
2023
Q1 | – | Sell |
-2,132
| Closed | -$219K | – | 88 |
|
2022
Q4 | $219K | Buy |
+2,132
| New | +$219K | 0.26% | 99 |
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$264K | – | 112 |
|
2022
Q1 | $264K | Hold |
2,000
| – | – | 0.28% | 80 |
|
2021
Q4 | $274K | Buy |
+2,000
| New | +$274K | 0.29% | 71 |
|