J.W. Cole Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-438
| Closed | -$11.5K | – | 926 |
|
2023
Q4 | $11.5K | Buy |
438
+7
| +2% | +$184 | ﹤0.01% | 811 |
|
2023
Q3 | $20.3K | Sell |
431
-30
| -7% | -$1.41K | ﹤0.01% | 727 |
|
2023
Q2 | $19.1K | Buy |
+461
| New | +$19.1K | ﹤0.01% | 750 |
|
2023
Q1 | – | Sell |
-355
| Closed | -$23K | – | 814 |
|
2022
Q4 | $23K | Sell |
355
-18
| -5% | -$1.17K | ﹤0.01% | 737 |
|
2022
Q3 | $39K | Sell |
373
-4
| -1% | -$418 | ﹤0.01% | 714 |
|
2022
Q2 | $54K | Buy |
+377
| New | +$54K | ﹤0.01% | 718 |
|