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Charter Oak Advisors’s Intercontinental Exchange ICE Stock Holding History

Charter Oak Advisors’s Portfolio ICE Stock Details ICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.26M Hold
28,680
– – 2.35% 9
2025
Q1 		$4.95M Sell
28,680
-78,410
-73% -$13.5M 3.53% 8
2024
Q4 		$16M Buy
+107,090
New +$16M 9.14% 3