Mount Yale Investment 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 | $676 | Buy |
+4
| New | +$676 | ﹤0.01% | 1405 |
|
|
2025
Q1 | – | Sell |
-1,918
| Closed | -$326K | – | 559 |
|
|
2024
Q4 | $326K | Buy |
1,918
+280
| +17% | +$47.6K | 0.03% | 422 |
|
|
2024
Q3 | $284K | Sell |
1,638
-51
| -3% | -$8.86K | 0.03% | 451 |
|
|
2024
Q2 | $290K | Sell |
1,689
-400
| -19% | -$68.8K | 0.02% | 439 |
|
|
2024
Q1 | $544K | Buy |
2,089
+595
| +40% | +$155K | 0.04% | 338 |
|
|
2023
Q4 | $298K | Buy |
+1,494
| New | +$298K | 0.03% | 410 |
|
|
2020
Q3 | – | Sell |
-2,996
| Closed | -$567K | – | 365 |
|
|
2020
Q2 | $567K | Sell |
2,996
-218
| -7% | -$41.3K | 0.1% | 211 |
|
|
2020
Q1 | $461K | Sell |
3,214
-494
| -13% | -$70.9K | 0.1% | 186 |
|
|
2019
Q4 | $639K | Sell |
3,708
-483
| -12% | -$83.2K | 0.11% | 155 |
|
|
2019
Q3 | $663K | Sell |
4,191
-134
| -3% | -$21.2K | 0.12% | 149 |
|
|
2019
Q2 | $654K | Sell |
4,325
-715
| -14% | -$108K | 0.12% | 144 |
|
|
2019
Q1 | $617K | Sell |
5,040
-1,778
| -26% | -$218K | 0.12% | 143 |
|
|
2018
Q4 | $763K | Sell |
6,818
-711
| -9% | -$79.6K | 0.15% | 130 |
|
|
2018
Q3 | $808K | Buy |
7,529
+1,301
| +21% | +$140K | 0.14% | 126 |
|
|
2018
Q2 | $646K | Buy |
6,228
+832
| +15% | +$86.3K | 0.12% | 149 |
|
|
2018
Q1 | $507K | Buy |
+5,396
| New | +$507K | 0.11% | 168 |
|