Regent Peak 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
2025 Q1	$237K	Sell	1,373 -9	-0.7%	-$1.55K	0.06%	146
2024 Q4	$206K	Sell	1,382 -46	-3%	-$6.85K	0.05%	165
2024 Q3	$229K	Buy	+1,428	New	+$229K	0.05%	151
2021 Q1	–	Sell	-1,551	Closed	-$179K	–	533
2020 Q4	$179K	Buy	+1,551	New	+$179K	0.06%	150