Schechter Investment Advisors’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $799K | Sell |
4,631
-1,192
| -20% | -$206K | 0.07% | 265 |
|
|
2024
Q4 | $868K | Sell |
5,823
-472
| -7% | -$70.3K | 0.07% | 268 |
|
|
2024
Q3 | $1.01M | Sell |
6,295
-951
| -13% | -$153K | 0.07% | 251 |
|
|
2024
Q2 | $992K | Buy |
7,246
+110
| +2% | +$15.1K | 0.07% | 239 |
|
|
2024
Q1 | $981K | Buy |
7,136
+136
| +2% | +$18.7K | 0.07% | 249 |
|
|
2023
Q4 | $899K | Sell |
7,000
-39
| -0.6% | -$5.01K | 0.08% | 249 |
|
|
2023
Q3 | $774K | Buy |
7,039
+1,015
| +17% | +$112K | 0.08% | 264 |
|
|
2023
Q2 | $681K | Buy |
6,024
+1,590
| +36% | +$180K | 0.06% | 321 |
|
|
2023
Q1 | $462K | Sell |
4,434
-1,486
| -25% | -$155K | 0.04% | 425 |
|
|
2022
Q4 | $607K | Buy |
5,920
+1,059
| +22% | +$109K | 0.06% | 439 |
|
|
2022
Q3 | $439K | Buy |
4,861
+1,273
| +35% | +$115K | 0.04% | 554 |
|
|
2022
Q2 | $338K | Buy |
3,588
+247
| +7% | +$23.3K | 0.03% | 659 |
|
|
2022
Q1 | $442K | Buy |
3,341
+562
| +20% | +$74.4K | 0.04% | 569 |
|
|
2021
Q4 | $380K | Buy |
+2,779
| New | +$380K | 0.03% | 598 |
|