Dynasty Wealth Management’s Nice NICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
2,648
-253
-9% -$42.7K 0.01% 190
2025
Q1
$447K Sell
2,901
-242
-8% -$37.3K 0.01% 205
2024
Q4
$534K Buy
3,143
+594
+23% +$101K 0.01% 199
2024
Q3
$443K Buy
2,549
+488
+24% +$84.7K 0.01% 181
2024
Q2
$354K Buy
2,061
+500
+32% +$86K 0.01% 203
2024
Q1
$407K Buy
+1,561
New +$407K 0.01% 202