Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-57
Closed -$11.4K 1236
2023
Q4
$11.4K Buy
57
+13
+30% +$2.34K ﹤0.01% 845
2023
Q3
$7.48K Sell
44
-10
-19% -$1.99K ﹤0.01% 939
2023
Q2
$11.2K Sell
54
-20
-27% -$4.13K ﹤0.01% 784
2023
Q1
$16.9K Buy
74
+17
+30% +$3.57K ﹤0.01% 674
2022
Q4
$11K Sell
57
-62
-52% -$11.9K ﹤0.01% 797
2022
Q3
$22K Buy
119
+62
+109% +$12.9K ﹤0.01% 589
2022
Q2
$11K Buy
57
+21
+58% +$4.25K ﹤0.01% 783
2022
Q1
$8K Sell
36
-27
-43% -$6.54K ﹤0.01% 901
2021
Q4
$19K Buy
63
+12
+24% +$3.46K ﹤0.01% 621
2021
Q3
$14K Buy
51
+5
+11% +$1.39K ﹤0.01% 674
2021
Q2
$11K Buy
46
+4
+10% +$921 ﹤0.01% 734
2021
Q1
$9K Sell
42
-6
-13% -$1.5K ﹤0.01% 741
2020
Q4
$14K Buy
48
+22
+85% +$5.35K ﹤0.01% 627
2020
Q3
$6K Buy
26
+11
+73% +$2.34K ﹤0.01% 746
2020
Q2
$3K Buy
15
+12
+400% +$2.1K ﹤0.01% 775
2020
Q1
$0 Hold
3
﹤0.01% 1406
2019
Q4
$0 Buy
+3
New +$458 ﹤0.01% 1375

Other funds holding NICE