Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-815
Closed -$138K 1365
2025
Q2
$138K Sell
815
-83
-9% -$13.4K 0.01% 649
2025
Q1
$138K Buy
898
+467
+108% +$74.7K 0.01% 627
2024
Q4
$76.1K Sell
431
-24
-5% -$4.28K 0.01% 735
2024
Q3
$79K Sell
455
-124
-21% -$21.3K 0.01% 665
2024
Q2
$99.6K Buy
579
+217
+60% +$44.6K 0.01% 624
2024
Q1
$94.3K Sell
362
-15
-4% -$3.4K 0.01% 648
2023
Q4
$75.2K Buy
377
+161
+75% +$29K 0.01% 693
2023
Q3
$36.7K Hold
216
﹤0.01% 860
2023
Q2
$44.6K Hold
216
﹤0.01% 852
2023
Q1
$49.4K Buy
+216
New +$45.4K ﹤0.01% 802
2022
Q1
Sell
-250
Closed -$75.9K 1328
2021
Q4
$75.9K Buy
+250
New +$72.2K ﹤0.01% 826

Other funds holding NICE