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