Synergy Financial Group’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-971
| Closed | -$253K | – | 84 |
|
|
2024
Q1 | $253K | Buy |
+971
| New | +$253K | 0.29% | 70 |
|
|
2023
Q3 | – | Sell |
-983
| Closed | -$203K | – | 80 |
|
|
2023
Q2 | $203K | Hold |
983
| – | – | 0.27% | 79 |
|
|
2023
Q1 | $225K | Buy |
+983
| New | +$225K | 0.37% | 70 |
|
|
2022
Q4 | – | Sell |
-1,097
| Closed | -$206K | – | 80 |
|
|
2022
Q3 | $206K | Hold |
1,097
| – | – | 0.31% | 87 |
|
|
2022
Q2 | $211K | Hold |
1,097
| – | – | 0.33% | 81 |
|
|
2022
Q1 | $240K | Hold |
1,097
| – | – | 0.25% | 87 |
|
|
2021
Q4 | $333K | Buy |
+1,097
| New | +$333K | 0.3% | 76 |
|