Independent Advisor Alliance’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,210
| Closed | -$208K | – | 747 |
|
|
2024
Q2 | $208K | Buy |
1,210
+434
| +56% | +$74.6K | 0.01% | 660 |
|
|
2024
Q1 | $202K | Buy |
+776
| New | +$202K | 0.01% | 658 |
|
|
2023
Q2 | – | Sell |
-1,086
| Closed | -$249K | – | 694 |
|
|
2023
Q1 | $249K | Buy |
+1,086
| New | +$249K | 0.01% | 559 |
|
|
2022
Q4 | – | Sell |
-1,398
| Closed | -$263K | – | 554 |
|
|
2022
Q3 | $263K | Sell |
1,398
-262
| -16% | -$49.3K | 0.02% | 514 |
|
|
2022
Q2 | $319K | Sell |
1,660
-182
| -10% | -$35K | 0.02% | 471 |
|
|
2022
Q1 | $404K | Sell |
1,842
-120
| -6% | -$26.3K | 0.02% | 451 |
|
|
2021
Q4 | $596K | Sell |
1,962
-24
| -1% | -$7.29K | 0.03% | 352 |
|
|
2021
Q3 | $564K | Sell |
1,986
-266
| -12% | -$75.5K | 0.03% | 350 |
|
|
2021
Q2 | $557K | Buy |
2,252
+15
| +0.7% | +$3.71K | 0.03% | 366 |
|
|
2021
Q1 | $488K | Buy |
2,237
+1
| +0% | +$218 | 0.03% | 382 |
|
|
2020
Q4 | $634K | Buy |
2,236
+43
| +2% | +$12.2K | 0.04% | 300 |
|
|
2020
Q3 | $498K | Buy |
2,193
+43
| +2% | +$9.77K | 0.04% | 298 |
|
|
2020
Q2 | $407K | Buy |
+2,150
| New | +$407K | 0.04% | 309 |
|