Bogart Wealth LLC’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5K | Sell |
80
-35
| -30% | -$5.91K | ﹤0.01% | 718 |
|
|
2025
Q1 | $17.7K | Sell |
115
-35,020
| -100% | -$5.4M | ﹤0.01% | 611 |
|
|
2024
Q4 | $5.97M | Buy |
35,135
+1,985
| +6% | +$337K | 0.28% | 84 |
|
|
2024
Q3 | $5.76M | Buy |
+33,150
| New | +$5.76M | 0.27% | 89 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$1.14K | – | 1098 |
|
|
2023
Q1 | $1.14K | Buy |
+5
| New | +$1.14K | ﹤0.01% | 975 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 688 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 529 |
|
|
2018
Q2 | – | Sell |
-15
| Closed | -$1K | – | 367 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 330 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 322 |
|
|
2017
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 313 |
|