TriaGen Wealth Management’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 | $304K | Hold |
1,655
| – | – | 0.09% | 147 |
|
|
2025
Q1 | $285K | Sell |
1,655
-16
| -1% | -$2.76K | 0.1% | 139 |
|
|
2024
Q4 | $249K | Hold |
1,671
| – | – | 0.08% | 149 |
|
|
2024
Q3 | $268K | Sell |
1,671
-1,584
| -49% | -$254K | 0.09% | 151 |
|
|
2024
Q2 | $446K | Buy |
+3,255
| New | +$446K | 0.17% | 108 |
|
|
2022
Q2 | – | Sell |
-14,779
| Closed | -$1.95M | – | 175 |
|
|
2022
Q1 | $1.95M | Sell |
14,779
-1,506
| -9% | -$199K | 1.01% | 33 |
|
|
2021
Q4 | $2.23M | Hold |
16,285
| – | – | 1.1% | 23 |
|
|
2021
Q3 | $1.87M | Hold |
16,285
| – | – | 1.02% | 26 |
|
|
2021
Q2 | $1.95M | Sell |
16,285
-150
| -0.9% | -$18K | 1% | 26 |
|
|
2021
Q1 | $1.84M | Sell |
16,435
-74
| -0.4% | -$8.26K | 1.05% | 30 |
|
|
2020
Q4 | $1.9M | Buy |
+16,509
| New | +$1.9M | 1.11% | 25 |
|