Buckingham Strategic Wealth’s Nelnet NNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,239
| Closed | -$212K | – | 787 |
|
|
2024
Q1 | $212K | Buy |
+2,239
| New | +$212K | ﹤0.01% | 690 |
|
|
2023
Q4 | – | Sell |
-2,241
| Closed | -$200K | – | 736 |
|
|
2023
Q3 | $200K | Hold |
2,241
| – | – | ﹤0.01% | 634 |
|
|
2023
Q2 | $216K | Hold |
2,241
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $203K | Hold |
2,241
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $203K | Sell |
2,241
-534
| -19% | -$48.5K | ﹤0.01% | 570 |
|
|
2022
Q3 | $220K | Hold |
2,775
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $237K | Hold |
2,775
| – | – | ﹤0.01% | 520 |
|
|
2022
Q1 | $236K | Sell |
2,775
-100
| -3% | -$8.51K | ﹤0.01% | 529 |
|
|
2021
Q4 | $281K | Sell |
2,875
-543
| -16% | -$53.1K | 0.01% | 492 |
|
|
2021
Q3 | $271K | Hold |
3,418
| – | – | 0.01% | 485 |
|
|
2021
Q2 | $257K | Hold |
3,418
| – | – | 0.01% | 494 |
|
|
2021
Q1 | $249K | Buy |
3,418
+20
| +0.6% | +$1.46K | 0.01% | 470 |
|
|
2020
Q4 | $242K | Sell |
3,398
-161
| -5% | -$11.5K | 0.01% | 463 |
|
|
2020
Q3 | $214K | Buy |
+3,559
| New | +$214K | 0.02% | 441 |
|
|
2019
Q2 | – | Sell |
-10,753
| Closed | -$592K | – | 454 |
|
|
2019
Q1 | $592K | Hold |
10,753
| – | – | 0.07% | 195 |
|
|
2018
Q4 | $563K | Hold |
10,753
| – | – | 0.09% | 169 |
|
|
2018
Q3 | $615K | Sell |
10,753
-500
| -4% | -$28.6K | 0.09% | 167 |
|
|
2018
Q2 | $657K | Buy |
+11,253
| New | +$657K | 0.11% | 152 |
|
|
2018
Q1 | – | Sell |
-13,097
| Closed | -$717K | – | 335 |
|
|
2017
Q4 | $717K | Sell |
13,097
-268
| -2% | -$14.7K | 0.15% | 131 |
|
|
2017
Q3 | $675K | Hold |
13,365
| – | – | 0.16% | 125 |
|
|
2017
Q2 | $628K | Buy |
+13,365
| New | +$628K | 0.15% | 129 |
|