EWA
EverSource Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
5,417
+684
| +14% | +$125K | 0.04% | 282 |
|
|
2025
Q1 | $817K | Buy |
4,733
+902
| +24% | +$156K | 0.04% | 284 |
|
|
2024
Q4 | $571K | Sell |
3,831
-326
| -8% | -$48.6K | 0.03% | 345 |
|
|
2024
Q3 | $668K | Buy |
4,157
+1,639
| +65% | +$263K | 0.04% | 283 |
|
|
2024
Q2 | $382K | Sell |
2,518
-91
| -3% | -$13.8K | 0.03% | 371 |
|
|
2024
Q1 | $336K | Sell |
2,609
-180
| -6% | -$23.2K | 0.03% | 353 |
|
|
2023
Q4 | $358K | Buy |
2,789
+112
| +4% | +$14.4K | 0.03% | 305 |
|
|
2023
Q3 | $294K | Buy |
2,677
+14
| +0.5% | +$1.54K | 0.03% | 311 |
|
|
2023
Q2 | $301K | Sell |
2,663
-528
| -17% | -$59.7K | 0.03% | 312 |
|
|
2023
Q1 | $333K | Sell |
3,191
-193
| -6% | -$20.1K | 0.04% | 280 |
|
|
2022
Q4 | $347K | Sell |
3,384
-164
| -5% | -$16.8K | 0.05% | 255 |
|
|
2022
Q3 | $321K | Sell |
3,548
-952
| -21% | -$86.1K | 0.07% | 234 |
|
|
2022
Q2 | $423K | Buy |
4,500
+692
| +18% | +$65K | 0.11% | 170 |
|
|
2022
Q1 | $503K | Buy |
3,808
+1,313
| +53% | +$173K | 0.13% | 151 |
|
|
2021
Q4 | $341K | Buy |
+2,495
| New | +$341K | 0.1% | 161 |
|