Valeo Financial Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-246
| Closed | -$54K | – | 1252 |
|
|
2021
Q1 | $54K | Hold |
246
| – | – | ﹤0.01% | 805 |
|
|
2020
Q4 | $70K | Hold |
246
| – | – | ﹤0.01% | 656 |
|
|
2020
Q3 | $56K | Hold |
246
| – | – | ﹤0.01% | 607 |
|
|
2020
Q2 | $47K | Hold |
246
| – | – | ﹤0.01% | 716 |
|
|
2020
Q1 | $39K | Buy |
246
+4
| +2% | +$634 | ﹤0.01% | 658 |
|
|
2019
Q4 | $38K | Hold |
242
| – | – | ﹤0.01% | 733 |
|
|
2019
Q3 | $35K | Hold |
242
| – | – | ﹤0.01% | 696 |
|
|
2019
Q2 | $33K | Buy |
242
+54
| +29% | +$7.36K | ﹤0.01% | 706 |
|
|
2019
Q1 | $23K | Sell |
188
-205
| -52% | -$25.1K | ﹤0.01% | 741 |
|
|
2018
Q4 | $43K | Sell |
393
-15
| -4% | -$1.64K | 0.01% | 528 |
|
|
2018
Q3 | $43K | Buy |
408
+188
| +85% | +$19.8K | 0.01% | 574 |
|
|
2018
Q2 | $25K | Buy |
+220
| New | +$25K | ﹤0.01% | 692 |
|