Mount Yale Investment 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
Q2 | $306K | Buy |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $618K | Sell |
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|
2021
Q4 | $644K | Sell |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $581K | Sell |
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|
2020
Q4 | $671K | Sell |
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|
2020
Q3 | $625K | Buy |
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|
2020
Q2 | $547K | Sell |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q4 | $579K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $57K | Sell |
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|
2018
Q2 | $139K | Buy |
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|
2018
Q1 | $130K | Buy |
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