Optivise Advisory Services’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
$329K Buy
1,794
+54
+3% +$9.91K 0.17% 124
2025
Q1
$300K Buy
+1,740
New +$300K 0.17% 126
2024
Q4
Sell
-1,372
Closed -$220K 186
2024
Q3
$220K Sell
1,372
-299
-18% -$48K 0.12% 156
2024
Q2
$229K Buy
+1,671
New +$229K 0.12% 160