Pathstone Family Office’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $687K | Buy |
4,042
+37
| +0.9% | +$6.29K | 0.01% | 873 |
|
|
2023
Q2 | $827K | Buy |
4,005
+2,031
| +103% | +$419K | 0.01% | 544 |
|
|
2023
Q1 | $453K | Sell |
1,974
-6,060
| -75% | -$1.39M | 0.01% | 739 |
|
|
2022
Q4 | $1.54M | Hold |
8,034
| – | – | 0.01% | 582 |
|
|
2022
Q3 | $1.51M | Buy |
8,034
+6,118
| +319% | +$1.15M | 0.01% | 544 |
|
|
2022
Q2 | $369K | Buy |
1,916
+137
| +8% | +$26.4K | 0.01% | 699 |
|
|
2022
Q1 | $390K | Sell |
1,779
-1,200
| -40% | -$263K | 0.01% | 640 |
|
|
2021
Q4 | $905K | Buy |
2,979
+60
| +2% | +$18.2K | 0.02% | 361 |
|
|
2021
Q3 | $830K | Buy |
2,919
+774
| +36% | +$220K | 0.02% | 349 |
|
|
2021
Q2 | $531K | Buy |
2,145
+446
| +26% | +$110K | 0.02% | 442 |
|
|
2021
Q1 | $370K | Buy |
+1,699
| New | +$370K | 0.01% | 421 |
|
|
2019
Q3 | – | Sell |
-70
| Closed | -$10K | – | 681 |
|
|
2019
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 523 |
|
|
2019
Q1 | $9K | Hold |
70
| – | – | ﹤0.01% | 523 |
|
|
2018
Q4 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 344 |
|