Carson Advisory’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$420K Sell
2025
Q2
$478K Hold
2025
Q1
$449K Hold
2024
Q4
$388K Sell
2024
Q3
$456K Sell
2024
Q2
$389K Sell
2024
Q1
$638K Buy
2023
Q4
$594K Sell
2023
Q3
$509K Sell
2023
Q2
$523K Buy