Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-75
| Closed | -$9K | – | 196 |
|
|
2021
Q3 | $9K | Hold |
75
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $9K | Hold |
75
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $8K | Hold |
75
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $9K | Hold |
75
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $8K | Hold |
75
| – | – | 0.01% | 228 |
|
|
2020
Q2 | $7K | Hold |
75
| – | – | 0.01% | 228 |
|
|
2020
Q1 | $6K | Hold |
75
| – | – | 0.01% | 218 |
|
|
2019
Q4 | $7K | Buy |
+75
| New | +$7K | 0.01% | 218 |
|