Smallwood Wealth Investment Management’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.81M Sell
2025
Q2
$6.34M Sell
2025
Q1
$5.98M Sell
2024
Q4
$5.74M Hold
2024
Q3
$6.19M Hold
2024
Q2
$5.27M Hold
2024
Q1
$5.29M Sell
2023
Q4
$4.99M Hold
2023
Q3
$4.27M Sell
2023
Q2
$4.42M Buy
2023
Q1
$4.07M Sell
2022
Q4
$4.01M Sell
2022
Q3
$3.57M Hold
2022
Q2
$3.72M Hold
2022
Q1
$5.22M Sell
2021
Q4
$5.41M Buy