Creative Planning’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
Q2 | – | Sell |
-798
| Closed | -$24.9K | – | 3099 |
|
|
2024
Q1 | $24.9K | Hold |
798
| – | – | ﹤0.01% | 2804 |
|
|
2023
Q4 | $21K | Sell |
798
-228
| -22% | -$5.99K | ﹤0.01% | 2677 |
|
|
2023
Q3 | $48.3K | Sell |
1,026
-49
| -5% | -$2.31K | ﹤0.01% | 2466 |
|
|
2023
Q2 | $44.5K | Buy |
1,075
+123
| +13% | +$5.09K | ﹤0.01% | 2424 |
|
|
2023
Q1 | $34.6K | Sell |
952
-79
| -8% | -$2.87K | ﹤0.01% | 2355 |
|
|
2022
Q4 | $66.8K | Buy |
1,031
+22
| +2% | +$1.43K | ﹤0.01% | 2183 |
|
|
2022
Q3 | $107K | Sell |
1,009
-10
| -1% | -$1.06K | ﹤0.01% | 2002 |
|
|
2022
Q2 | $146K | Sell |
1,019
-91
| -8% | -$13K | ﹤0.01% | 1915 |
|
|
2022
Q1 | $357K | Sell |
1,110
-180
| -14% | -$57.9K | ﹤0.01% | 1515 |
|
|
2021
Q4 | $382K | Buy |
1,290
+550
| +74% | +$163K | ﹤0.01% | 1472 |
|
|
2021
Q3 | $237K | Buy |
740
+19
| +3% | +$6.09K | ﹤0.01% | 1747 |
|
|
2021
Q2 | $391K | Sell |
721
-1,185
| -62% | -$643K | ﹤0.01% | 1403 |
|
|
2021
Q1 | $794K | Buy |
1,906
+169
| +10% | +$70.4K | ﹤0.01% | 1152 |
|
|
2020
Q4 | $795K | Buy |
1,737
+303
| +21% | +$139K | ﹤0.01% | 1046 |
|
|
2020
Q3 | $881K | Buy |
1,434
+978
| +214% | +$601K | ﹤0.01% | 847 |
|
|
2020
Q2 | $924K | Buy |
+456
| New | +$924K | ﹤0.01% | 762 |
|