Carson Wealth (CWM LLC)’s Nikola Corporation Common Stock NKLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,105
| Closed | -$4K | – | 5261 |
|
|
2024
Q4 | $4K | Buy |
3,105
+2,975
| +2,288% | +$3.83K | ﹤0.01% | 4371 |
|
|
2024
Q3 | $1K | Buy |
130
+80
| +160% | +$615 | ﹤0.01% | 4769 |
|
|
2024
Q2 | $0 | Buy |
50
+3
| +6% | – | ﹤0.01% | 5016 |
|
|
2024
Q1 | $1K | Buy |
47
+29
| +161% | +$617 | ﹤0.01% | 4253 |
|
|
2023
Q4 | $0 | Buy |
18
+4
| +29% | – | ﹤0.01% | 4581 |
|
|
2023
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 4109 |
|
|
2023
Q2 | $1K | Sell |
14
-44
| -76% | -$3.14K | ﹤0.01% | 4097 |
|
|
2023
Q1 | $2K | Sell |
58
-20
| -26% | -$690 | ﹤0.01% | 3720 |
|
|
2022
Q4 | $5K | Buy |
78
+49
| +169% | +$3.14K | ﹤0.01% | 3238 |
|
|
2022
Q3 | $3K | Buy |
29
+8
| +38% | +$828 | ﹤0.01% | 3380 |
|
|
2022
Q2 | $3K | Sell |
21
-2
| -9% | -$286 | ﹤0.01% | 3259 |
|
|
2022
Q1 | $7K | Sell |
23
-8
| -26% | -$2.44K | ﹤0.01% | 2705 |
|
|
2021
Q4 | $9K | Buy |
+31
| New | +$9K | ﹤0.01% | 2439 |
|
|
2021
Q2 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2021
Q1 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2020
Q4 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2020
Q3 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2020
Q2 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2020
Q1 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2019
Q4 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2019
Q3 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2019
Q2 | $16K | Hold |
30
| – | – | ﹤0.01% | 1905 |
|
|
2019
Q1 | $16K | Buy |
+30
| New | +$16K | ﹤0.01% | 1905 |
|