GWS
NKLA
Glassman Wealth Services’s Nikola Corporation Common Stock NKLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-220,876
| Closed | -$193K | – | 1926 |
|
|
2023
Q4 | $193K | Hold |
220,876
| – | – | 0.03% | 194 |
|
|
2023
Q3 | $347K | Hold |
220,876
| – | – | 0.06% | 103 |
|
|
2023
Q2 | $305K | Buy |
220,876
+19
| +0% | +$26 | 0.05% | 119 |
|
|
2023
Q1 | $267K | Sell |
220,857
-626
| -0.3% | -$757 | 0.05% | 132 |
|
|
2022
Q4 | $478K | Buy |
221,483
+586
| +0.3% | +$1.27K | 0.09% | 87 |
|
|
2022
Q3 | $778K | Buy |
220,897
+30
| +0% | +$106 | 0.17% | 44 |
|
|
2022
Q2 | $1.05M | Sell |
220,867
-1,000
| -0.5% | -$4.76K | 0.22% | 37 |
|
|
2022
Q1 | $2.38M | Sell |
221,867
-126
| -0.1% | -$1.35K | 0.43% | 24 |
|
|
2021
Q4 | $2.19M | Buy |
221,993
+1,136
| +0.5% | +$11.2K | 0.4% | 25 |
|
|
2021
Q3 | $2.36M | Hold |
220,857
| – | – | 0.5% | 23 |
|
|
2021
Q2 | $3.99M | Hold |
220,857
| – | – | 0.83% | 17 |
|
|
2021
Q1 | $3.07M | Hold |
220,857
| – | – | 0.66% | 18 |
|
|
2020
Q4 | $3.37M | Buy |
+220,857
| New | +$3.37M | 0.78% | 16 |
|