SDAM
Shulman DeMeo Asset Management’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,627
| Closed | -$1.41M | – | 97 |
|
|
2021
Q1 | $1.41M | Buy |
12,627
+867
| +7% | +$96.8K | 0.38% | 32 |
|
|
2020
Q4 | $1.36M | Buy |
11,760
+734
| +7% | +$84.6K | 0.39% | 30 |
|
|
2020
Q3 | $1.1M | Buy |
11,026
+216
| +2% | +$21.6K | 0.37% | 31 |
|
|
2020
Q2 | $990K | Hold |
10,810
| – | – | 0.38% | 31 |
|
|
2020
Q1 | $873K | Sell |
10,810
-162
| -1% | -$13.1K | 0.41% | 29 |
|
|
2019
Q4 | $1.02M | Hold |
10,972
| – | – | 0.35% | 34 |
|
|
2019
Q3 | $1.01M | Buy |
+10,972
| New | +$1.01M | 0.34% | 33 |
|