SOA Wealth Advisors’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 | $299K | Hold |
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|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $269K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $188K | Buy |
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|
2022
Q4 | $185K | Sell |
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|
2022
Q3 | $163K | Sell |
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|
2022
Q2 | $171K | Sell |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $15K | Buy |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $12K | Buy |
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|
2020
Q4 | $11K | Buy |
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