YWM
Yoder Wealth Management’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,220
-75
| -6% | -$13.8K | 0.12% | 106 |
|
|
2025
Q1 | $223K | Sell |
1,295
-235
| -15% | -$40.5K | 0.13% | 101 |
|
|
2024
Q4 | $228K | Sell |
1,530
-1
| -0.1% | -$149 | 0.13% | 98 |
|
|
2024
Q3 | $246K | Hold |
1,531
| – | – | 0.15% | 98 |
|
|
2024
Q2 | $210K | Hold |
1,531
| – | – | 0.14% | 99 |
|
|
2024
Q1 | $210K | Sell |
1,531
-148
| -9% | -$20.3K | 0.14% | 99 |
|
|
2023
Q4 | $216K | Buy |
+1,679
| New | +$216K | 0.15% | 91 |
|