Caliber Wealth Management (Utah)’s Nikola Corporation Common Stock NKLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.07M | Buy |
34,265
+17
| +0% | +$530 | 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% | -$2.14M | 7.16% | 2 |
|
|
2021
Q3 | $13.6M | Sell |
41,313
-2,145
| -5% | -$705K | 9.57% | 1 |
|
|
2021
Q2 | $23.5M | Sell |
43,458
-28,943
| -40% | -$15.7M | 16.67% | 1 |
|
|
2021
Q1 | $30.2M | Buy |
+72,401
| New | +$30.2M | 21.91% | 1 |
|