JFS Wealth Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01K | Buy |
+6
| New | +$1.01K | ﹤0.01% | 1570 |
|
|
2025
Q1 | – | Sell |
-20
| Closed | -$3.4K | – | 1975 |
|
|
2024
Q4 | $3.4K | Buy |
20
+9
| +82% | +$1.53K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $1.91K | Sell |
11
-2
| -15% | -$347 | ﹤0.01% | 1507 |
|
|
2024
Q2 | $2.24K | Sell |
13
-9
| -41% | -$1.55K | ﹤0.01% | 1393 |
|
|
2024
Q1 | $5.73K | Buy |
22
+6
| +38% | +$1.56K | ﹤0.01% | 1049 |
|
|
2023
Q4 | $3.19K | Sell |
16
-3
| -16% | -$599 | ﹤0.01% | 1234 |
|
|
2023
Q3 | $3.23K | Sell |
19
-2
| -10% | -$340 | ﹤0.01% | 1183 |
|
|
2023
Q2 | $4.34K | Sell |
21
-1
| -5% | -$207 | ﹤0.01% | 1067 |
|
|
2023
Q1 | $5.04K | Sell |
22
-1
| -4% | -$229 | ﹤0.01% | 982 |
|
|
2022
Q4 | $4.42K | Buy |
23
+9
| +64% | +$1.73K | ﹤0.01% | 1037 |
|
|
2022
Q3 | $3K | Buy |
14
+1
| +8% | +$214 | ﹤0.01% | 1210 |
|
|
2022
Q2 | $3K | Sell |
13
-1
| -7% | -$231 | ﹤0.01% | 1210 |
|
|
2022
Q1 | $3K | Buy |
14
+9
| +180% | +$1.93K | ﹤0.01% | 1283 |
|
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1118 |
|