Baker Tilly Wealth Management’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-920
| Closed | -$211K | – | 566 |
|
|
2023
Q1 | $211K | Sell |
920
-275
| -23% | -$62.9K | 0.02% | 514 |
|
|
2022
Q4 | $230K | Sell |
1,195
-24
| -2% | -$4.62K | 0.03% | 487 |
|
|
2022
Q3 | $229K | Sell |
1,219
-61
| -5% | -$11.5K | 0.03% | 453 |
|
|
2022
Q2 | $246K | Sell |
1,280
-33
| -3% | -$6.34K | 0.03% | 437 |
|
|
2022
Q1 | $288K | Buy |
1,313
+204
| +18% | +$44.7K | 0.03% | 436 |
|
|
2021
Q4 | $337K | Buy |
+1,109
| New | +$337K | 0.04% | 413 |
|