WFG Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $771K | Buy |
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|
2017
Q1 | $636K | Sell |
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|
2016
Q4 | $605K | Buy |
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|
2016
Q3 | $258K | Buy |
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|
2016
Q2 | $158K | Buy |
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|
2016
Q1 | $117K | Buy |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $5K | Hold |
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|
2015
Q2 | $5K | Hold |
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|
2015
Q1 | $5K | Sell |
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|
2014
Q4 | $49K | Sell |
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|
2014
Q3 | $58K | Sell |
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|
2014
Q2 | $71K | Buy |
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|
2014
Q1 | $73K | Buy |
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|
2013
Q4 | $83K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $15K | Buy |
|