Optimum Investment Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$30K | – | 876 |
|
|
2021
Q4 | $30K | Hold |
100
| – | – | 0.01% | 549 |
|
|
2021
Q3 | $28K | Hold |
100
| – | – | 0.01% | 548 |
|
|
2021
Q2 | $25K | Hold |
100
| – | – | 0.01% | 625 |
|
|
2021
Q1 | $22K | Sell |
100
-50
| -33% | -$11K | 0.01% | 647 |
|
|
2020
Q4 | $43K | Hold |
150
| – | – | 0.01% | 500 |
|
|
2020
Q3 | $34K | Hold |
150
| – | – | 0.01% | 510 |
|
|
2020
Q2 | $28K | Hold |
150
| – | – | 0.01% | 541 |
|
|
2020
Q1 | $22K | Sell |
150
-700
| -82% | -$103K | 0.01% | 557 |
|
|
2019
Q4 | $132K | Hold |
850
| – | – | 0.04% | 346 |
|
|
2019
Q3 | $122K | Hold |
850
| – | – | 0.04% | 338 |
|
|
2019
Q2 | $116K | Hold |
850
| – | – | 0.04% | 348 |
|
|
2019
Q1 | $104K | Hold |
850
| – | – | 0.03% | 373 |
|
|
2018
Q4 | $92K | Buy |
850
+400
| +89% | +$43.3K | 0.03% | 367 |
|
|
2018
Q3 | $52K | Hold |
450
| – | – | 0.01% | 521 |
|
|
2018
Q2 | $47K | Sell |
450
-900
| -67% | -$94K | 0.01% | 540 |
|
|
2018
Q1 | $127K | Buy |
+1,350
| New | +$127K | 0.04% | 358 |
|