AO
Advisor OS’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
1,314
+122
| +10% | +$22.4K | 0.02% | 392 |
|
|
2025
Q1 | $206K | Sell |
1,192
-612
| -34% | -$106K | 0.02% | 401 |
|
|
2024
Q4 | $269K | Sell |
1,804
-4,963
| -73% | -$740K | 0.03% | 346 |
|
|
2024
Q3 | $1.09M | Buy |
+6,767
| New | +$1.09M | 0.11% | 142 |
|