West Coast Financial’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-688
| Closed | -$209K | – | 138 |
|
|
2021
Q4 | $209K | Buy |
+688
| New | +$209K | 0.03% | 133 |
|
|
2021
Q1 | – | Sell |
-866
| Closed | -$246K | – | 128 |
|
|
2020
Q4 | $246K | Buy |
+866
| New | +$246K | 0.05% | 102 |
|
|
2019
Q4 | – | Sell |
-1,466
| Closed | -$211K | – | 109 |
|
|
2019
Q3 | $211K | Hold |
1,466
| – | – | 0.05% | 107 |
|
|
2019
Q2 | $201K | Buy |
+1,466
| New | +$201K | 0.05% | 109 |
|
|
2018
Q4 | – | Sell |
-1,755
| Closed | -$201K | – | 125 |
|
|
2018
Q3 | $201K | Buy |
+1,755
| New | +$201K | 0.05% | 133 |
|
|
2015
Q1 | – | Sell |
-4,245
| Closed | -$215K | – | 102 |
|
|
2014
Q4 | $215K | Buy |
+4,245
| New | +$215K | 0.11% | 84 |
|
|
2014
Q3 | – | Sell |
-5,640
| Closed | -$230K | – | 91 |
|
|
2014
Q2 | $230K | Sell |
5,640
-10,230
| -64% | -$417K | 0.12% | 81 |
|
|
2014
Q1 | $709K | Sell |
15,870
-14,223
| -47% | -$635K | 0.36% | 66 |
|
|
2013
Q4 | $1.23M | Sell |
30,093
-12
| -0% | -$492 | 0.64% | 58 |
|
|
2013
Q3 | $1.25M | Buy |
30,105
+165
| +0.6% | +$6.82K | 0.69% | 59 |
|
|
2013
Q2 | $1.1M | Buy |
+29,940
| New | +$1.1M | 0.6% | 64 |
|