WR Wealth Planners’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $803K | Buy |
5,390
+128
| +2% | +$19.1K | 0.26% | 59 |
|
|
2024
Q3 | $845K | Buy |
5,262
+145
| +3% | +$23.3K | 0.24% | 66 |
|
|
2024
Q2 | $700K | Buy |
5,117
+235
| +5% | +$32.2K | 0.21% | 70 |
|
|
2024
Q1 | $671K | Buy |
4,882
+49
| +1% | +$6.73K | 0.21% | 70 |
|
|
2023
Q4 | $621K | Buy |
4,833
+544
| +13% | +$69.9K | 0.23% | 77 |
|
|
2023
Q3 | $472K | Buy |
4,289
+171
| +4% | +$18.8K | 0.18% | 91 |
|
|
2023
Q2 | $466K | Buy |
4,118
+132
| +3% | +$14.9K | 0.18% | 89 |
|
|
2023
Q1 | $416K | Buy |
3,986
+512
| +15% | +$53.4K | 0.18% | 92 |
|
|
2022
Q4 | $356K | Buy |
3,474
+66
| +2% | +$6.77K | 0.22% | 73 |
|
|
2022
Q3 | $308K | Buy |
3,408
+245
| +8% | +$22.1K | 0.22% | 76 |
|
|
2022
Q2 | $297K | Buy |
3,163
+83
| +3% | +$7.81K | 0.2% | 84 |
|
|
2022
Q1 | $407K | Buy |
+3,080
| New | +$407K | 0.24% | 69 |
|