AE Wealth Management’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,601
| Closed | -$343K | – | 1697 |
|
|
2023
Q4 | $343K | Sell |
1,601
-778
| -33% | -$167K | ﹤0.01% | 1638 |
|
|
2023
Q3 | $404K | Buy |
2,379
+781
| +49% | +$133K | ﹤0.01% | 1490 |
|
|
2023
Q2 | $330K | Sell |
1,598
-5,348
| -77% | -$1.1M | ﹤0.01% | 1570 |
|
|
2023
Q1 | $1.59M | Buy |
6,946
+1,149
| +20% | +$263K | 0.01% | 875 |
|
|
2022
Q4 | $1.11M | Sell |
5,797
-1,852
| -24% | -$356K | 0.01% | 938 |
|
|
2022
Q3 | $1.44M | Buy |
+7,649
| New | +$1.44M | 0.01% | 811 |
|
|
2021
Q3 | – | Sell |
-4,148
| Closed | -$1.03M | – | 1664 |
|
|
2021
Q2 | $1.03M | Buy |
4,148
+810
| +24% | +$200K | 0.01% | 829 |
|
|
2021
Q1 | $728K | Buy |
+3,338
| New | +$728K | 0.01% | 874 |
|
|
2020
Q3 | – | Sell |
-4,745
| Closed | -$898K | – | 1322 |
|
|
2020
Q2 | $898K | Buy |
+4,745
| New | +$898K | 0.01% | 659 |
|