Caliber Wealth Management (Utah)’s Nikola Corporation Common Stock NKLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.07M	Buy	34,265 +17	+0%	+$365	0.57%	49
2023 Q4	$899K	Hold	34,248	–	–	0.53%	46
2023 Q3	$1.61M	Hold	34,248	–	–	1.08%	41
2023 Q2	$1.42M	Hold	34,248	–	–	0.95%	44
2023 Q1	$1.24M	Hold	34,248	–	–	0.93%	43
2022 Q4	$2.22M	Hold	34,248	–	–	1.7%	15
2022 Q3	$3.62M	Hold	34,248	–	–	2.86%	5
2022 Q2	$4.89M	Hold	34,248	–	–	3.81%	2
2022 Q1	$11M	Hold	34,248	–	–	7.02%	2
2021 Q4	$10.4M	Sell	34,248 -7,065	-17%	-$2.36M	7.16%	2
2021 Q3	$13.6M	Sell	41,313 -2,145	-5%	-$751K	9.57%	1
2021 Q2	$23.5M	Sell	43,458 -28,943	-40%	-$12.1M	16.67%	1
2021 Q1	$30.2M	Buy	+72,401	New	+$41.2M	21.91%	1