IWA
IBEX Wealth Advisors’s Nike NKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20
| Closed | -$1.52K | – | 206 |
|
|
2024
Q2 | $1.52K | Buy |
+20
| New | +$1.52K | ﹤0.01% | 274 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | -$1K | – | 350 |
|
|
2021
Q3 | $1K | Sell |
5
-1,864
| -100% | -$373K | ﹤0.01% | 430 |
|
|
2021
Q2 | $289K | Buy |
+1,869
| New | +$289K | 0.06% | 144 |
|
|
2021
Q1 | – | Sell |
-15,704
| Closed | -$2.22M | – | 123 |
|
|
2020
Q4 | $2.22M | Buy |
15,704
+386
| +3% | +$54.6K | 0.58% | 67 |
|
|
2020
Q3 | $1.92M | Sell |
15,318
-79
| -0.5% | -$9.92K | 0.56% | 66 |
|
|
2020
Q2 | $1.51M | Buy |
+15,397
| New | +$1.51M | 0.48% | 73 |
|
|
2020
Q1 | – | Sell |
-19,642
| Closed | -$1.99M | – | 106 |
|
|
2019
Q4 | $1.99M | Buy |
19,642
+273
| +1% | +$27.7K | 0.61% | 67 |
|
|
2019
Q3 | $1.82M | Buy |
19,369
+282
| +1% | +$26.5K | 0.6% | 69 |
|
|
2019
Q2 | $1.6M | Buy |
19,087
+104
| +0.5% | +$8.73K | 0.46% | 90 |
|
|
2019
Q1 | $1.6M | Buy |
+18,983
| New | +$1.6M | 0.56% | 75 |
|
|
2018
Q4 | – | Sell |
-17,354
| Closed | -$1.47M | – | 94 |
|
|
2018
Q3 | $1.47M | Sell |
17,354
-135
| -0.8% | -$11.4K | 0.52% | 68 |
|
|
2018
Q2 | $1.12M | Hold |
17,489
| – | – | 0.45% | 72 |
|
|
2018
Q1 | $1.12M | Buy |
17,489
+495
| +3% | +$31.7K | 0.45% | 71 |
|
|
2017
Q4 | $1.1M | Buy |
16,994
+281
| +2% | +$18.1K | 0.49% | 57 |
|
|
2017
Q3 | $861K | Buy |
+16,713
| New | +$861K | 0.32% | 82 |
|
|
2017
Q1 | – | Sell |
-216
| Closed | -$11K | – | 265 |
|
|
2016
Q4 | $11K | Sell |
216
-29,271
| -99% | -$1.49M | 0.01% | 278 |
|
|
2016
Q3 | $1.55M | Buy |
+29,487
| New | +$1.55M | 0.85% | 44 |
|