Central Valley Advisors’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Sell
12,167
-85
-0.7% -$15.6K 0.76% 37
2025
Q1
$2.11M Buy
12,252
+709
+6% +$122K 0.8% 35
2024
Q4
$1.72M Buy
11,543
+388
+3% +$57.8K 0.78% 35
2024
Q3
$1.79M Buy
11,155
+183
+2% +$29.4K 1.01% 29
2024
Q2
$1.67M Buy
10,972
+316
+3% +$48.2K 0.71% 40
2024
Q1
$1.46M Buy
10,656
+898
+9% +$123K 0.76% 37
2023
Q4
$1.25M Buy
+9,758
New +$1.25M 0.74% 41