Strategic Wealth Partners’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 | $3.85K | Buy |
+21
| New | +$3.85K | ﹤0.01% | 928 |
|
|
2022
Q1 | – | Sell |
-2,029
| Closed | -$278K | – | 275 |
|
|
2021
Q4 | $278K | Buy |
2,029
+122
| +6% | +$16.7K | 0.05% | 236 |
|
|
2021
Q3 | $219K | Buy |
1,907
+36
| +2% | +$4.13K | 0.06% | 222 |
|
|
2021
Q2 | $222K | Buy |
+1,871
| New | +$222K | 0.07% | 210 |
|
|
2018
Q2 | – | Sell |
-165
| Closed | -$12K | – | 789 |
|
|
2018
Q1 | $12K | Hold |
165
| – | – | 0.01% | 467 |
|
|
2017
Q4 | $11K | Buy |
+165
| New | +$11K | 0.01% | 486 |
|