Summit Wealth Group’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,355
Closed 161
2023
Q1
$0 Buy
+18,355
New ﹤0.01% 201
2021
Q3
Sell
-170
Closed -$20K 131
2021
Q2
$20K Hold
170
0.03% 76
2021
Q1
$19K Buy
+170
New +$19K 0.03% 72