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
Q3
Sell
2025
Q2
$676 Buy
2025
Q1
Sell
2024
Q4
$326K Buy
2024
Q3
$284K Sell
2024
Q2
$290K Sell
2024
Q1
$544K Buy
2023
Q4
$298K Buy
2020
Q3
Sell
2020
Q2
$567K Sell
2020
Q1
$461K Sell
2019
Q4
$639K Sell
2019
Q3
$663K Sell
2019
Q2
$654K Sell
2019
Q1
$617K Sell
2018
Q4
$763K Sell
2018
Q3
$808K Buy
2018
Q2
$646K Buy
2018
Q1
$507K Buy