AWM
Avior Wealth Management’s Nice NICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$4.25K | – | 1776 |
|
|
2024
Q4 | $4.25K | Hold |
25
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q3 | $4.34K | Hold |
25
| – | – | ﹤0.01% | 1824 |
|
|
2024
Q2 | $4.3K | Sell |
25
-2,247
| -99% | -$386K | ﹤0.01% | 1768 |
|
|
2024
Q1 | $592K | Sell |
2,272
-192
| -8% | -$50K | 0.03% | 399 |
|
|
2023
Q4 | $492K | Buy |
2,464
+509
| +26% | +$102K | 0.03% | 353 |
|
|
2023
Q3 | $332K | Buy |
1,955
+29
| +2% | +$4.93K | 0.02% | 421 |
|
|
2023
Q2 | $398K | Buy |
1,926
+465
| +32% | +$96K | 0.03% | 395 |
|
|
2023
Q1 | $334K | Buy |
1,461
+9
| +0.6% | +$2.06K | 0.02% | 433 |
|
|
2022
Q4 | $279K | Sell |
1,452
-737
| -34% | -$142K | 0.02% | 413 |
|
|
2022
Q3 | $412K | Buy |
2,189
+32
| +1% | +$6.02K | 0.03% | 315 |
|
|
2022
Q2 | $415K | Hold |
2,157
| – | – | 0.04% | 287 |
|
|
2022
Q1 | $472K | Sell |
2,157
-374
| -15% | -$81.8K | 0.04% | 306 |
|
|
2021
Q4 | $768K | Hold |
2,531
| – | – | 0.06% | 241 |
|
|
2021
Q3 | $718K | Hold |
2,531
| – | – | 0.06% | 241 |
|
|
2021
Q2 | $626K | Sell |
2,531
-379
| -13% | -$93.7K | 0.06% | 254 |
|
|
2021
Q1 | $634K | Buy |
2,910
+1,348
| +86% | +$294K | 0.07% | 249 |
|
|
2020
Q4 | $442K | Buy |
1,562
+2
| +0.1% | +$566 | 0.05% | 295 |
|
|
2020
Q3 | $354K | Buy |
+1,560
| New | +$354K | 0.05% | 309 |
|