Souders Financial Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,017
| Closed | -$1.32M | – | 143 |
|
|
2022
Q1 | $1.32M | Buy |
10,017
+3,895
| +64% | +$514K | 0.38% | 60 |
|
|
2021
Q4 | $837K | Buy |
6,122
+406
| +7% | +$55.5K | 0.24% | 82 |
|
|
2021
Q3 | $656K | Buy |
5,716
+796
| +16% | +$91.4K | 0.21% | 91 |
|
|
2021
Q2 | $584K | Buy |
+4,920
| New | +$584K | 0.2% | 91 |
|
|
2020
Q2 | – | Sell |
-3,040
| Closed | -$245K | – | 101 |
|
|
2020
Q1 | $245K | Buy |
+3,040
| New | +$245K | 0.22% | 77 |
|