LVW Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,018
| Closed | -$265K | – | 302 |
|
|
2024
Q1 | $265K | Buy |
+1,018
| New | +$265K | 0.04% | 239 |
|
|
2023
Q3 | – | Sell |
-1,522
| Closed | -$314K | – | 224 |
|
|
2023
Q2 | $314K | Buy |
1,522
+41
| +3% | +$8.47K | 0.06% | 160 |
|
|
2023
Q1 | $339K | Buy |
+1,481
| New | +$339K | 0.07% | 172 |
|
|
2022
Q1 | – | Sell |
-963
| Closed | -$292K | – | 241 |
|
|
2021
Q4 | $292K | Buy |
+963
| New | +$292K | 0.05% | 200 |
|