Carson Wealth (CWM LLC)’s Nice NICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Sell |
435
-326
| -43% | -$54.7K | ﹤0.01% | 2978 |
|
|
2025
Q1 | $117K | Sell |
761
-11
| -1% | -$1.69K | ﹤0.01% | 2286 |
|
|
2024
Q4 | $131K | Buy |
772
+39
| +5% | +$6.62K | ﹤0.01% | 2103 |
|
|
2024
Q3 | $127K | Buy |
733
+9
| +1% | +$1.56K | ﹤0.01% | 2039 |
|
|
2024
Q2 | $125K | Buy |
724
+120
| +20% | +$20.7K | ﹤0.01% | 1837 |
|
|
2024
Q1 | $157K | Buy |
604
+18
| +3% | +$4.68K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $117K | Buy |
586
+100
| +21% | +$20K | ﹤0.01% | 1656 |
|
|
2023
Q3 | $83K | Sell |
486
-32
| -6% | -$5.47K | ﹤0.01% | 1744 |
|
|
2023
Q2 | $107K | Sell |
518
-7
| -1% | -$1.45K | ﹤0.01% | 1535 |
|
|
2023
Q1 | $120K | Buy |
525
+15
| +3% | +$3.43K | ﹤0.01% | 1391 |
|
|
2022
Q4 | $98K | Sell |
510
-475
| -48% | -$91.3K | ﹤0.01% | 1388 |
|
|
2022
Q3 | $185K | Buy |
985
+38
| +4% | +$7.14K | ﹤0.01% | 1085 |
|
|
2022
Q2 | $182K | Sell |
947
-39
| -4% | -$7.5K | ﹤0.01% | 1078 |
|
|
2022
Q1 | $216K | Hold |
986
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q4 | $299K | Buy |
+986
| New | +$299K | ﹤0.01% | 868 |
|
|
2021
Q2 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2021
Q1 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2020
Q4 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2020
Q3 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2020
Q2 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2020
Q1 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2019
Q4 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2019
Q3 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2019
Q2 | $244K | Hold |
984
| – | – | ﹤0.01% | 836 |
|
|
2019
Q1 | $244K | Buy |
984
+637
| +184% | +$158K | ﹤0.01% | 836 |
|
|
2018
Q4 | $38K | Buy |
347
+251
| +261% | +$27.5K | ﹤0.01% | 948 |
|
|
2018
Q3 | $11K | Buy |
96
+3
| +3% | +$344 | ﹤0.01% | 1129 |
|
|
2018
Q2 | $10K | Buy |
93
+22
| +31% | +$2.37K | ﹤0.01% | 999 |
|
|
2018
Q1 | $7K | Hold |
71
| – | – | ﹤0.01% | 938 |
|
|
2017
Q4 | $7K | Buy |
71
+16
| +29% | +$1.58K | ﹤0.01% | 986 |
|
|
2017
Q3 | $4K | Sell |
55
-2
| -4% | -$145 | ﹤0.01% | 1145 |
|
|
2017
Q2 | $4K | Sell |
57
-21
| -27% | -$1.47K | ﹤0.01% | 918 |
|
|
2017
Q1 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 869 |
|