BerganKDV Wealth Management’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $62.9K | Sell |
570
-318
| -36% | -$35.1K | 0.01% | 357 |
|
2023
Q1 | $109K | Buy |
888
+234
| +36% | +$28.7K | 0.01% | 308 |
|
2022
Q4 | $76.5K | Buy |
654
+125
| +24% | +$14.6K | 0.01% | 341 |
|
2022
Q3 | $44K | Sell |
529
-2
| -0.4% | -$166 | 0.01% | 383 |
|
2022
Q2 | $54K | Buy |
531
+3
| +0.6% | +$305 | 0.01% | 373 |
|
2022
Q1 | $71K | Sell |
528
-4,739
| -90% | -$637K | 0.01% | 354 |
|
2021
Q4 | $878K | Buy |
5,267
+721
| +16% | +$120K | 0.09% | 143 |
|
2021
Q3 | $660K | Buy |
4,546
+55
| +1% | +$7.99K | 0.07% | 159 |
|
2021
Q2 | $694K | Buy |
4,491
+56
| +1% | +$8.65K | 0.08% | 153 |
|
2021
Q1 | $589K | Sell |
4,435
-243
| -5% | -$32.3K | 0.08% | 160 |
|
2020
Q4 | $662K | Sell |
4,678
-96
| -2% | -$13.6K | 0.09% | 134 |
|
2020
Q3 | $599K | Sell |
4,774
-403
| -8% | -$50.6K | 0.09% | 139 |
|
2020
Q2 | $508K | Sell |
5,177
-5
| -0.1% | -$491 | 0.09% | 143 |
|
2020
Q1 | $429K | Sell |
5,182
-305
| -6% | -$25.3K | 0.09% | 143 |
|
2019
Q4 | $556K | Buy |
5,487
+56
| +1% | +$5.68K | 0.1% | 138 |
|
2019
Q3 | $510K | Buy |
5,431
+5,111
| +1,597% | +$480K | 0.1% | 132 |
|
2019
Q2 | $27K | Hold |
320
| – | – | 0.01% | 389 |
|
2019
Q1 | $27K | Hold |
320
| – | – | 0.01% | 402 |
|
2018
Q4 | $24K | Hold |
320
| – | – | 0.01% | 376 |
|
2018
Q3 | $27K | Hold |
320
| – | – | 0.01% | 387 |
|
2018
Q2 | $25K | Buy |
+320
| New | +$25K | 0.01% | 407 |
|