SIA
Schechter Investment Advisors’s Nice NICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,341
| Closed | -$398K | – | 673 |
|
|
2024
Q4 | $398K | Buy |
2,341
+378
| +19% | +$64.2K | 0.03% | 430 |
|
|
2024
Q3 | $341K | Buy |
1,963
+565
| +40% | +$98.1K | 0.03% | 468 |
|
|
2024
Q2 | $240K | Sell |
1,398
-323
| -19% | -$55.5K | 0.02% | 517 |
|
|
2024
Q1 | $449K | Sell |
1,721
-23
| -1% | -$5.99K | 0.03% | 404 |
|
|
2023
Q4 | $348K | Buy |
+1,744
| New | +$348K | 0.03% | 428 |
|
|
2023
Q3 | – | Sell |
-1,019
| Closed | -$210K | – | 665 |
|
|
2023
Q2 | $210K | Buy |
1,019
+73
| +8% | +$15.1K | 0.02% | 581 |
|
|
2023
Q1 | $217K | Buy |
+946
| New | +$217K | 0.02% | 599 |
|
|
2022
Q4 | – | Sell |
-1,071
| Closed | -$202K | – | 881 |
|
|
2022
Q3 | $202K | Buy |
+1,071
| New | +$202K | 0.02% | 836 |
|