Simplicity Wealth’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 | $827K | Buy |
4,506
+2,996
| +198% | +$550K | 0.03% | 367 |
|
|
2025
Q1 | $260K | Buy |
1,510
+119
| +9% | +$20.5K | 0.02% | 453 |
|
|
2024
Q4 | $207K | Buy |
+1,391
| New | +$207K | 0.04% | 306 |
|
|
2024
Q3 | – | Sell |
-9,777
| Closed | -$1.34M | – | 813 |
|
|
2024
Q2 | $1.34M | Buy |
9,777
+170
| +2% | +$23.3K | 0.03% | 443 |
|
|
2024
Q1 | $1.32M | Buy |
+9,607
| New | +$1.32M | 0.03% | 450 |
|