Baldwin Wealth Partners’s Nikola Corporation Common Stock NKLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$14 | – | 1079 |
|
|
2024
Q3 | $14 | Hold |
3
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q2 | $25 | Sell |
3
-1
| -25% | -$8 | ﹤0.01% | 787 |
|
|
2024
Q1 | $123 | Hold |
4
| – | – | ﹤0.01% | 688 |
|
|
2023
Q4 | $103 | Hold |
4
| – | – | ﹤0.01% | 719 |
|
|
2023
Q3 | $185 | Hold |
4
| – | – | ﹤0.01% | 742 |
|
|
2023
Q2 | $163 | Hold |
4
| – | – | ﹤0.01% | 757 |
|
|
2023
Q1 | $143 | Hold |
4
| – | – | ﹤0.01% | 792 |
|
|
2022
Q4 | $255 | Buy |
+4
| New | +$255 | ﹤0.01% | 773 |
|
|
2022
Q3 | – | Sell |
-33
| Closed | -$5K | – | 710 |
|
|
2022
Q2 | $5K | Hold |
33
| – | – | ﹤0.01% | 595 |
|
|
2022
Q1 | $11K | Hold |
33
| – | – | ﹤0.01% | 536 |
|
|
2021
Q4 | $10K | Hold |
33
| – | – | ﹤0.01% | 511 |
|
|
2021
Q3 | $11K | Hold |
33
| – | – | ﹤0.01% | 517 |
|
|
2021
Q2 | $18K | Hold |
33
| – | – | ﹤0.01% | 478 |
|
|
2021
Q1 | $14K | Buy |
33
+30
| +1,000% | +$12.7K | ﹤0.01% | 491 |
|
|
2020
Q4 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 532 |
|