KWB Wealth’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,183
| Closed | -$462K | – | 134 |
|
2023
Q3 | $462K | Sell |
4,183
-267
| -6% | -$29.5K | 0.07% | 75 |
|
2023
Q2 | $491K | Buy |
4,450
+841
| +23% | +$92.8K | 0.08% | 74 |
|
2023
Q1 | $422K | Hold |
3,609
| – | – | 0.08% | 81 |
|
2022
Q4 | $422K | Buy |
3,609
+15
| +0.4% | +$1.76K | 0.08% | 73 |
|
2022
Q3 | $299K | Buy |
3,594
+105
| +3% | +$8.74K | 0.06% | 82 |
|
2022
Q2 | $357K | Buy |
3,489
+474
| +16% | +$48.5K | 0.07% | 78 |
|
2022
Q1 | $503K | Hold |
3,015
| – | – | 0.08% | 54 |
|
2021
Q4 | $503K | Buy |
3,015
+7
| +0.2% | +$1.17K | 0.08% | 54 |
|
2021
Q3 | $437K | Buy |
3,008
+302
| +11% | +$43.9K | 0.08% | 59 |
|
2021
Q2 | $360K | Hold |
2,706
| – | – | 0.07% | 57 |
|
2021
Q1 | $360K | Buy |
2,706
+314
| +13% | +$41.8K | 0.07% | 57 |
|
2020
Q4 | $338K | Buy |
+2,392
| New | +$338K | 0.07% | 58 |
|