Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.8K Buy
171
+115
+205% +$13.1K ﹤0.01% 2922
2025
Q4
$6.33K Hold
56
﹤0.01% 2934
2025
Q3
$8.11K Buy
56
+19
+51% +$2.85K ﹤0.01% 2785
2025
Q2
$6.25K Hold
37
﹤0.01% 2789
2025
Q1
$5.7K Hold
37
﹤0.01% 2773
2024
Q4
$6.28K Hold
37
﹤0.01% 2646
2024
Q3
$6.43K Sell
37
-25
-40% -$4.29K ﹤0.01% 2542
2024
Q2
$10.7K Sell
62
-11
-15% -$2.26K ﹤0.01% 2235
2024
Q1
$19K Buy
73
+11
+18% +$2.5K ﹤0.01% 1977
2023
Q4
$12.4K Hold
62
﹤0.01% 2072
2023
Q3
$10.5K Sell
62
-13
-17% -$2.59K ﹤0.01% 2014
2023
Q2
$15.5K Hold
75
﹤0.01% 1862
2023
Q1
$17.2K Sell
75
-9
-11% -$1.89K ﹤0.01% 1797
2022
Q4
$16.2K Buy
84
+22
+35% +$4.24K ﹤0.01% 1759
2022
Q3
$12K Hold
62
﹤0.01% 1860
2022
Q2
$12K Buy
+62
New +$12.5K ﹤0.01% 1860
2021
Q4
$19K Sell
61
-340
-85% -$98.1K ﹤0.01% 1694
2021
Q3
$114K Buy
401
+5
+1% +$1.39K ﹤0.01% 1311
2021
Q2
$98K Sell
396
-8
-2% -$1.84K ﹤0.01% 1407
2021
Q1
$88K Buy
+404
New +$101K ﹤0.01% 1364

Other funds holding NICE