Sax 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
Q2
$229K Buy
1,249
+40
+3% +$7.34K 0.01% 391
2025
Q1
$209K Sell
1,209
-366
-23% -$63.1K 0.01% 347
2024
Q4
$235K Buy
1,575
+48
+3% +$7.15K 0.02% 303
2024
Q3
$245K Buy
+1,527
New +$245K 0.02% 253