Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16
| Closed | -$741 | – | 2190 |
|
|
2023
Q3 | $741 | Hold |
16
| – | – | ﹤0.01% | 2063 |
|
|
2023
Q2 | $651 | Hold |
16
| – | – | ﹤0.01% | 2049 |
|
|
2023
Q1 | $571 | Buy |
+16
| New | +$571 | ﹤0.01% | 2036 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | – | – | 2109 |
|
|
2022
Q3 | $0 | Sell |
6
-36
| -86% | – | ﹤0.01% | 2645 |
|
|
2022
Q2 | $5K | Sell |
42
-2
| -5% | -$238 | ﹤0.01% | 2215 |
|
|
2022
Q1 | $14K | Buy |
44
+17
| +63% | +$5.41K | ﹤0.01% | 1959 |
|
|
2021
Q4 | $7K | Sell |
27
-11
| -29% | -$2.85K | ﹤0.01% | 2322 |
|
|
2021
Q3 | $12K | Sell |
38
-17
| -31% | -$5.37K | ﹤0.01% | 2162 |
|
|
2021
Q2 | $26K | Sell |
55
-33
| -38% | -$15.6K | ﹤0.01% | 1788 |
|
|
2021
Q1 | $30K | Sell |
88
-58
| -40% | -$19.8K | ﹤0.01% | 1885 |
|
|
2020
Q4 | $35K | Buy |
146
+70
| +92% | +$16.8K | ﹤0.01% | 1633 |
|
|
2020
Q3 | $44K | Buy |
76
+18
| +31% | +$10.4K | ﹤0.01% | 1319 |
|
|
2020
Q2 | $110K | Buy |
+58
| New | +$110K | 0.01% | 880 |
|