Provenance Wealth Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$204K | – | 575 |
|
|
2024
Q4 | $204K | Hold |
1,200
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $208K | Hold |
1,200
| – | – | 0.03% | 152 |
|
|
2024
Q2 | $206K | Hold |
1,200
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $313K | Hold |
1,200
| – | – | 0.04% | 114 |
|
|
2023
Q4 | $239K | Hold |
1,200
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $204K | Buy |
+1,200
| New | +$204K | 0.03% | 112 |
|