Avantax Advisory Services’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
+1,650
| New | +$279K | ﹤0.01% | 1971 |
|
|
2024
Q4 | – | Sell |
-1,246
| Closed | -$216K | – | 2245 |
|
|
2024
Q3 | $216K | Sell |
1,246
-518
| -29% | -$90K | ﹤0.01% | 1964 |
|
|
2024
Q2 | $303K | Buy |
1,764
+621
| +54% | +$107K | ﹤0.01% | 1688 |
|
|
2024
Q1 | $298K | Buy |
+1,143
| New | +$298K | ﹤0.01% | 1297 |
|
|
2021
Q1 | – | Sell |
-725
| Closed | -$205K | – | 1062 |
|
|
2020
Q4 | $205K | Buy |
+725
| New | +$205K | ﹤0.01% | 875 |
|