EverSource Wealth Advisors’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 | $823K | Sell |
|
|||||
|
2025
Q2 | $994K | Buy |
|
|||||
|
2025
Q1 | $817K | Buy |
|
|||||
|
2024
Q4 | $571K | Sell |
|
|||||
|
2024
Q3 | $668K | Buy |
|
|||||
|
2024
Q2 | $382K | Sell |
|
|||||
|
2024
Q1 | $336K | Sell |
|
|||||
|
2023
Q4 | $358K | Buy |
|
|||||
|
2023
Q3 | $294K | Buy |
|
|||||
|
2023
Q2 | $301K | Sell |
|
|||||
|
2023
Q1 | $333K | Sell |
|
|||||
|
2022
Q4 | $347K | Sell |
|
|||||
|
2022
Q3 | $321K | Sell |
|
|||||
|
2022
Q2 | $423K | Buy |
|
|||||
|
2022
Q1 | $503K | Buy |
|
|||||
|
2021
Q4 | $341K | Buy |
|