B. Riley Wealth Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $350K | Buy |
2,058
+158
| +8% | +$26.8K | 0.01% | 813 |
|
|
2024
Q3 | $327K | Buy |
1,900
+192
| +11% | +$33K | 0.01% | 914 |
|
|
2024
Q2 | $294K | Buy |
1,708
+300
| +21% | +$51.6K | 0.01% | 1037 |
|
|
2024
Q1 | $239K | Buy |
1,408
+65
| +5% | +$11.1K | 0.01% | 1164 |
|
|
2023
Q4 | $268K | Sell |
1,343
-65
| -5% | -$13K | 0.01% | 1108 |
|
|
2023
Q3 | $239K | Buy |
1,408
+38
| +3% | +$6.46K | 0.01% | 1164 |
|
|
2023
Q2 | $283K | Buy |
1,370
+18
| +1% | +$3.72K | 0.01% | 1155 |
|
|
2023
Q1 | $309K | Buy |
1,352
+164
| +14% | +$37.5K | 0.01% | 1052 |
|
|
2022
Q4 | $228K | Sell |
1,188
-218
| -16% | -$41.9K | 0.01% | 1175 |
|
|
2022
Q3 | $266K | Buy |
1,406
+3
| +0.2% | +$568 | 0.01% | 1078 |
|
|
2022
Q2 | $271K | Sell |
1,403
-641
| -31% | -$124K | 0.01% | 921 |
|
|
2022
Q1 | $449K | Sell |
2,044
-196
| -9% | -$43.1K | 0.01% | 806 |
|
|
2021
Q4 | $680K | Sell |
2,240
-167
| -7% | -$50.7K | 0.02% | 670 |
|
|
2021
Q3 | $684K | Buy |
2,407
+224
| +10% | +$63.7K | 0.02% | 656 |
|
|
2021
Q2 | $541K | Sell |
2,183
-600
| -22% | -$149K | 0.02% | 730 |
|
|
2021
Q1 | $607K | Buy |
+2,783
| New | +$607K | 0.02% | 649 |
|
|
2015
Q4 | – | Sell |
-3,740
| Closed | -$211K | – | 604 |
|
|
2015
Q3 | $211K | Buy |
3,740
+222
| +6% | +$12.5K | 0.05% | 464 |
|
|
2015
Q2 | $225K | Buy |
+3,518
| New | +$225K | 0.06% | 419 |
|
|
2015
Q1 | – | Sell |
-40
| Closed | -$2 | – | 1473 |
|
|
2014
Q4 | $2 | Buy |
+40
| New | +$2 | ﹤0.01% | 3404 |
|