Caliber Wealth Management (Utah)’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-8,809
| Closed | -$1.08M | – | 60 |
|
2023
Q1 | $1.08M | Buy |
8,809
+636
| +8% | +$78K | 0.81% | 44 |
|
2022
Q4 | $956K | Sell |
8,173
-4,860
| -37% | -$569K | 0.73% | 50 |
|
2022
Q3 | $1.08M | Buy |
13,033
+407
| +3% | +$33.8K | 0.86% | 48 |
|
2022
Q2 | $1.29M | Sell |
12,626
-432
| -3% | -$44.1K | 1% | 46 |
|
2022
Q1 | $1.76M | Buy |
13,058
+734
| +6% | +$98.8K | 1.12% | 43 |
|
2021
Q4 | $1.83M | Buy |
12,324
+1,427
| +13% | +$211K | 1.26% | 41 |
|
2021
Q3 | $1.74M | Sell |
10,897
-235
| -2% | -$37.5K | 1.22% | 42 |
|
2021
Q2 | $1.72M | Sell |
11,132
-2,609
| -19% | -$403K | 1.22% | 32 |
|
2021
Q1 | $1.83M | Buy |
13,741
+1,298
| +10% | +$172K | 1.33% | 20 |
|
2020
Q4 | $1.76M | Buy |
+12,443
| New | +$1.76M | 1.73% | 17 |
|