Mark Sheptoff Financial Planning’s Nice NICE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.22K	Buy	+25	New	+$4.22K	﹤0.01%	414
2015 Q4	–	Sell	-300	Closed	-$17K	–	416
2015 Q3	$17K	Sell	300 -1,050	-78%	-$59.5K	0.01%	221
2015 Q2	$86K	Buy	1,350 +150	+13%	+$9.56K	0.07%	149
2015 Q1	$73K	Buy	+1,200	New	+$73K	0.06%	148