Cypress Wealth Services’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,160
| Closed | -$203K | – | 270 |
|
2024
Q1 | $203K | Buy |
+2,160
| New | +$203K | 0.05% | 246 |
|
2022
Q2 | – | Sell |
-1,860
| Closed | -$250K | – | 250 |
|
2022
Q1 | $250K | Hold |
1,860
| – | – | 0.07% | 200 |
|
2021
Q4 | $310K | Buy |
1,860
+3
| +0.2% | +$500 | 0.08% | 176 |
|
2021
Q3 | $270K | Sell |
1,857
-129
| -6% | -$18.8K | 0.08% | 183 |
|
2021
Q2 | $307K | Sell |
1,986
-1,112
| -36% | -$172K | 0.08% | 194 |
|
2021
Q1 | $412K | Buy |
3,098
+859
| +38% | +$114K | 0.09% | 176 |
|
2020
Q4 | $317K | Buy |
+2,239
| New | +$317K | 0.07% | 197 |
|
2020
Q3 | – | Sell |
-2,048
| Closed | -$201K | – | 170 |
|
2020
Q2 | $201K | Sell |
2,048
-375
| -15% | -$36.8K | 0.05% | 255 |
|
2020
Q1 | $200K | Buy |
+2,423
| New | +$200K | 0.06% | 227 |
|
2019
Q4 | – | Sell |
-3,988
| Closed | -$375K | – | 262 |
|
2019
Q3 | $375K | Sell |
3,988
-64
| -2% | -$6.02K | 0.1% | 159 |
|
2019
Q2 | $340K | Buy |
4,052
+38
| +0.9% | +$3.19K | 0.1% | 174 |
|
2019
Q1 | $338K | Buy |
+4,014
| New | +$338K | 0.11% | 168 |
|