Holistic Financial Partners’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,424
| Closed | -$237K | – | 127 |
|
2021
Q4 | $237K | Hold |
1,424
| – | – | 0.14% | 95 |
|
2021
Q3 | $207K | Sell |
1,424
-171
| -11% | -$24.9K | 0.13% | 101 |
|
2021
Q2 | $246K | Hold |
1,595
| – | – | 0.15% | 96 |
|
2021
Q1 | $212K | Buy |
+1,595
| New | +$212K | 0.14% | 101 |
|
2018
Q2 | – | Sell |
-885
| Closed | -$59K | – | 257 |
|
2018
Q1 | $59K | Buy |
885
+10
| +1% | +$667 | 0.05% | 172 |
|
2017
Q4 | $55K | Buy |
+875
| New | +$55K | 0.05% | 190 |
|