West Financial Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-600
| Closed | -$79K | – | 179 |
|
|
2022
Q1 | $79K | Hold |
600
| – | – | 0.02% | 87 |
|
|
2021
Q4 | $82K | Hold |
600
| – | – | 0.02% | 94 |
|
|
2021
Q3 | $69K | Hold |
600
| – | – | 0.02% | 91 |
|
|
2021
Q2 | $71K | Buy |
600
+400
| +200% | +$47.3K | 0.02% | 84 |
|
|
2021
Q1 | $22K | Buy |
+200
| New | +$22K | 0.01% | 107 |
|