Robertson Stephens Wealth Management’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,112
| Closed | -$275K | – | 329 |
|
|
2021
Q2 | $275K | Hold |
1,112
| – | – | 0.03% | 273 |
|
|
2021
Q1 | $242K | Hold |
1,112
| – | – | 0.04% | 260 |
|
|
2020
Q4 | $315K | Hold |
1,112
| – | – | 0.07% | 183 |
|
|
2020
Q3 | $252K | Sell |
1,112
-333
| -23% | -$75.5K | 0.06% | 194 |
|
|
2020
Q2 | $273K | Hold |
1,445
| – | – | 0.08% | 151 |
|
|
2020
Q1 | $207K | Buy |
+1,445
| New | +$207K | 0.07% | 167 |
|
|
2019
Q4 | – | Sell |
-1,795
| Closed | -$258K | – | 117 |
|
|
2019
Q3 | $258K | Buy |
+1,795
| New | +$258K | 0.13% | 108 |
|