CWS Financial Advisors’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,176
| Closed | -$240K | – | 179 |
|
2023
Q2 | $240K | Sell |
2,176
-720
| -25% | -$79.5K | 0.09% | 126 |
|
2023
Q1 | $355K | Buy |
2,896
+82
| +3% | +$10.1K | 0.14% | 107 |
|
2022
Q4 | $374K | Sell |
2,814
-193
| -6% | -$25.7K | 0.16% | 92 |
|
2022
Q3 | $250K | Buy |
3,007
+35
| +1% | +$2.91K | 0.12% | 115 |
|
2022
Q2 | $304K | Buy |
2,972
+21
| +0.7% | +$2.15K | 0.14% | 110 |
|
2022
Q1 | $397K | Buy |
2,951
+15
| +0.5% | +$2.02K | 0.15% | 97 |
|
2021
Q4 | $489K | Buy |
+2,936
| New | +$489K | 0.17% | 90 |
|
2021
Q2 | $424K | Sell |
2,742
-72
| -3% | -$11.1K | 0.17% | 91 |
|
2021
Q1 | $374K | Buy |
2,814
+36
| +1% | +$4.79K | 0.16% | 92 |
|
2020
Q4 | $393K | Sell |
2,778
-17
| -0.6% | -$2.41K | 0.23% | 85 |
|
2020
Q3 | $351K | Hold |
2,795
| – | – | 0.23% | 83 |
|
2020
Q2 | $274K | Buy |
2,795
+153
| +6% | +$15K | 0.2% | 102 |
|
2020
Q1 | $268K | Hold |
2,642
| – | – | 0.2% | 94 |
|
2019
Q4 | $268K | Buy |
+2,642
| New | +$268K | 0.2% | 95 |
|