MGWM
Marks Group Wealth Management’s Nice NICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,597
| Closed | -$416K | – | 299 |
|
|
2024
Q1 | $416K | Sell |
1,597
-32
| -2% | -$8.34K | 0.04% | 235 |
|
|
2023
Q4 | $325K | Buy |
1,629
+30
| +2% | +$5.99K | 0.04% | 247 |
|
|
2023
Q3 | $272K | Buy |
1,599
+5
| +0.3% | +$850 | 0.03% | 248 |
|
|
2023
Q2 | $329K | Buy |
1,594
+157
| +11% | +$32.4K | 0.04% | 241 |
|
|
2023
Q1 | $329K | Buy |
1,437
+14
| +1% | +$3.2K | 0.04% | 244 |
|
|
2022
Q4 | $274K | Sell |
1,423
-101
| -7% | -$19.4K | 0.04% | 249 |
|
|
2022
Q3 | $287K | Sell |
1,524
-141
| -8% | -$26.6K | 0.04% | 241 |
|
|
2022
Q2 | $321K | Sell |
1,665
-30
| -2% | -$5.78K | 0.05% | 243 |
|
|
2022
Q1 | $371K | Buy |
1,695
+379
| +29% | +$83K | 0.05% | 256 |
|
|
2021
Q4 | $429K | Buy |
+1,316
| New | +$429K | 0.05% | 246 |
|