Valmark Advisers’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 | $464K | Sell |
2,530
-33
| -1% | -$6.06K | 0.01% | 454 |
|
|
2025
Q1 | $442K | Sell |
2,563
-230
| -8% | -$39.7K | 0.01% | 448 |
|
|
2024
Q4 | $416K | Buy |
2,793
+25
| +0.9% | +$3.73K | 0.01% | 455 |
|
|
2024
Q3 | $445K | Buy |
2,768
+11
| +0.4% | +$1.77K | 0.01% | 436 |
|
|
2024
Q2 | $377K | Buy |
2,757
+103
| +4% | +$14.1K | 0.01% | 434 |
|
|
2024
Q1 | $365K | Hold |
2,654
| – | – | 0.01% | 424 |
|
|
2023
Q4 | $341K | Buy |
+2,654
| New | +$341K | 0.01% | 403 |
|