Mount Yale Investment Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $567K | Sell |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $639K | Sell |
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|
2019
Q3 | $663K | Sell |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $617K | Sell |
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|
2018
Q4 | $763K | Sell |
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|
2018
Q3 | $808K | Buy |
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|
2018
Q2 | $646K | Buy |
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|
2018
Q1 | $507K | Buy |
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