Plante Moran Financial Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26
| Closed | -$5.37K | – | 849 |
|
|
2023
Q2 | $5.37K | Hold |
26
| – | – | ﹤0.01% | 630 |
|
|
2023
Q1 | $5.95K | Hold |
26
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 676 |
|
|
2022
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 701 |
|
|
2022
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 717 |
|
|
2022
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 661 |
|
|
2021
Q4 | $8K | Sell |
26
-22
| -46% | -$6.77K | ﹤0.01% | 730 |
|
|
2021
Q3 | $14K | Sell |
48
-19
| -28% | -$5.54K | ﹤0.01% | 636 |
|
|
2021
Q2 | $17K | Hold |
67
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $15K | Sell |
67
-2
| -3% | -$448 | ﹤0.01% | 581 |
|
|
2020
Q4 | $20K | Sell |
69
-529
| -88% | -$153K | 0.01% | 534 |
|
|
2020
Q3 | $136K | Buy |
598
+550
| +1,146% | +$125K | 0.05% | 203 |
|
|
2020
Q2 | $9K | Hold |
48
| – | – | ﹤0.01% | 535 |
|
|
2020
Q1 | $7K | Hold |
48
| – | – | ﹤0.01% | 536 |
|
|
2019
Q4 | $7K | Sell |
48
-99
| -67% | -$14.4K | ﹤0.01% | 586 |
|
|
2019
Q3 | $21K | Buy |
147
+121
| +465% | +$17.3K | 0.01% | 485 |
|
|
2019
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 674 |
|
|
2019
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 686 |
|
|
2018
Q4 | $3K | Sell |
26
-51
| -66% | -$5.89K | ﹤0.01% | 665 |
|
|
2018
Q3 | $9K | Sell |
77
-499
| -87% | -$58.3K | ﹤0.01% | 509 |
|
|
2018
Q2 | $60K | Buy |
576
+200
| +53% | +$20.8K | 0.03% | 292 |
|
|
2018
Q1 | $35K | Buy |
376
+26
| +7% | +$2.42K | 0.02% | 413 |
|
|
2017
Q4 | $32K | Buy |
+350
| New | +$32K | 0.02% | 424 |
|
|
2017
Q1 | – | Sell |
-48
| Closed | -$3K | – | 974 |
|
|
2016
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 803 |
|
|
2016
Q3 | $3K | Buy |
48
+2
| +4% | +$125 | ﹤0.01% | 793 |
|
|
2016
Q2 | $3K | Sell |
46
-2
| -4% | -$130 | ﹤0.01% | 729 |
|
|
2016
Q1 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 661 |
|