Sound View Wealth Advisors Group’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
2,784
-47
| -2% | -$8.62K | 0.04% | 264 |
|
|
2025
Q1 | $488K | Buy |
2,831
+146
| +5% | +$25.2K | 0.04% | 262 |
|
|
2024
Q4 | $400K | Sell |
2,685
-45
| -2% | -$6.71K | 0.03% | 288 |
|
|
2024
Q3 | $439K | Buy |
2,730
+133
| +5% | +$21.4K | 0.04% | 275 |
|
|
2024
Q2 | $356K | Sell |
2,597
-6
| -0.2% | -$821 | 0.04% | 278 |
|
|
2024
Q1 | $358K | Sell |
2,603
-224
| -8% | -$30.8K | 0.04% | 277 |
|
|
2023
Q4 | $363K | Sell |
2,827
-788
| -22% | -$101K | 0.04% | 279 |
|
|
2023
Q3 | $398K | Buy |
3,615
+111
| +3% | +$12.2K | 0.05% | 248 |
|
|
2023
Q2 | $396K | Sell |
3,504
-2,823
| -45% | -$319K | 0.05% | 251 |
|
|
2023
Q1 | $660K | Buy |
6,327
+3,500
| +124% | +$365K | 0.09% | 184 |
|
|
2022
Q4 | $363K | Sell |
2,827
-924
| -25% | -$119K | 0.04% | 279 |
|
|
2022
Q3 | $339K | Sell |
3,751
-89
| -2% | -$8.04K | 0.08% | 199 |
|
|
2022
Q2 | $361K | Buy |
3,840
+425
| +12% | +$40K | 0.08% | 197 |
|
|
2022
Q1 | $451K | Sell |
3,415
-271
| -7% | -$35.8K | 0.09% | 187 |
|
|
2021
Q4 | $504K | Sell |
3,686
-943
| -20% | -$129K | 0.1% | 181 |
|
|
2021
Q3 | $532K | Buy |
4,629
+192
| +4% | +$22.1K | 0.11% | 159 |
|
|
2021
Q2 | $527K | Sell |
4,437
-706
| -14% | -$83.9K | 0.11% | 165 |
|
|
2021
Q1 | $574K | Buy |
5,143
+841
| +20% | +$93.9K | 0.13% | 145 |
|
|
2020
Q4 | $496K | Buy |
4,302
+523
| +14% | +$60.3K | 0.12% | 151 |
|
|
2020
Q3 | $378K | Buy |
3,779
+260
| +7% | +$26K | 0.1% | 171 |
|
|
2020
Q2 | $322K | Buy |
+3,519
| New | +$322K | 0.09% | 175 |
|