Evernest Financial 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 | $337K | Sell |
1,838
-8
| -0.4% | -$1.47K | 0.11% | 131 |
|
|
2025
Q1 | $318K | Sell |
1,846
-219
| -11% | -$37.8K | 0.11% | 124 |
|
|
2024
Q4 | $308K | Sell |
2,065
-105
| -5% | -$15.6K | 0.08% | 132 |
|
|
2024
Q3 | $349K | Sell |
2,170
-2
| -0.1% | -$321 | 0.09% | 118 |
|
|
2024
Q2 | $297K | Hold |
2,172
| – | – | 0.13% | 108 |
|
|
2024
Q1 | $285K | Sell |
2,172
-90
| -4% | -$11.8K | 0.13% | 109 |
|
|
2023
Q4 | $290K | Buy |
+2,262
| New | +$290K | 0.15% | 110 |
|
|
2021
Q4 | $307K | Buy |
+2,264
| New | +$307K | 0.16% | 101 |
|