SVB Wealth’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$207K | – | 453 |
|
|
2018
Q2 | $207K | Buy |
+2,000
| New | +$207K | 0.01% | 416 |
|
|
2018
Q1 | – | Sell |
-2,579
| Closed | -$237K | – | 463 |
|
|
2017
Q4 | $237K | Buy |
2,579
+36
| +1% | +$3.31K | 0.01% | 431 |
|
|
2017
Q3 | $207K | Sell |
2,543
-824
| -24% | -$67.1K | 0.01% | 435 |
|
|
2017
Q2 | $265K | Sell |
3,367
-140
| -4% | -$11K | 0.01% | 420 |
|
|
2017
Q1 | $238K | Sell |
3,507
-612
| -15% | -$41.5K | 0.01% | 436 |
|
|
2016
Q4 | $283K | Sell |
4,119
-1,112
| -21% | -$76.4K | 0.01% | 421 |
|
|
2016
Q3 | $350K | Sell |
5,231
-1,940
| -27% | -$130K | 0.01% | 405 |
|
|
2016
Q2 | $458K | Sell |
7,171
-831
| -10% | -$53.1K | 0.02% | 359 |
|
|
2016
Q1 | $518K | Buy |
+8,002
| New | +$518K | 0.02% | 345 |
|