TWA
Tandem Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
3,693
-227
| -6% | -$41.6K | 0.34% | 26 |
|
|
2025
Q1 | $676K | Buy |
3,920
+603
| +18% | +$104K | 0.35% | 25 |
|
|
2024
Q4 | $494K | Buy |
3,317
+230
| +7% | +$34.3K | 0.25% | 29 |
|
|
2024
Q3 | $496K | Buy |
3,087
+445
| +17% | +$71.5K | 0.25% | 28 |
|
|
2024
Q2 | $362K | Hold |
2,642
| – | – | 0.19% | 34 |
|
|
2024
Q1 | $363K | Sell |
2,642
-17
| -0.6% | -$2.34K | 0.2% | 36 |
|
|
2023
Q4 | $341K | Hold |
2,659
| – | – | 0.2% | 33 |
|
|
2023
Q3 | $293K | Sell |
2,659
-15
| -0.6% | -$1.65K | 0.18% | 34 |
|
|
2023
Q2 | $302K | Buy |
2,674
+142
| +6% | +$16.1K | 0.18% | 34 |
|
|
2023
Q1 | $264K | Hold |
2,532
| – | – | 0.16% | 34 |
|
|
2022
Q4 | $260K | Buy |
+2,532
| New | +$260K | 0.17% | 40 |
|