Wealthspire Advisors (Maryland)’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,365
| Closed | -$212K | – | 479 |
|
|
2019
Q4 | $212K | Sell |
1,365
-107
| -7% | -$16.6K | 0.01% | 458 |
|
|
2019
Q3 | $212K | Sell |
1,472
-133
| -8% | -$19.2K | 0.02% | 423 |
|
|
2019
Q2 | $220K | Buy |
1,605
+47
| +3% | +$6.44K | 0.02% | 412 |
|
|
2019
Q1 | $191K | Sell |
1,558
-28
| -2% | -$3.43K | 0.01% | 449 |
|
|
2018
Q4 | $172K | Sell |
1,586
-225
| -12% | -$24.4K | 0.02% | 435 |
|
|
2018
Q3 | $207K | Sell |
1,811
-109
| -6% | -$12.5K | 0.02% | 445 |
|
|
2018
Q2 | $199K | Sell |
1,920
-145
| -7% | -$15K | 0.02% | 466 |
|
|
2018
Q1 | $194K | Hold |
2,065
| – | – | 0.02% | 481 |
|
|
2017
Q4 | $190K | Buy |
2,065
+1,030
| +100% | +$94.8K | 0.02% | 506 |
|
|
2017
Q3 | $84K | Buy |
1,035
+13
| +1% | +$1.06K | 0.01% | 781 |
|
|
2017
Q2 | $80K | Buy |
1,022
+915
| +855% | +$71.6K | 0.01% | 780 |
|
|
2017
Q1 | $7K | Buy |
107
+68
| +174% | +$4.45K | ﹤0.01% | 1453 |
|
|
2016
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 1483 |
|
|
2016
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 1483 |
|
|
2016
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 1522 |
|
|
2016
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 1461 |
|
|
2015
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1530 |
|