Monograph Wealth Advisors’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,291
| Closed | -$249K | – | 114 |
|
2024
Q2 | $249K | Hold |
3,291
| – | – | 0.04% | 92 |
|
2024
Q1 | $311K | Sell |
3,291
-869
| -21% | -$82K | 0.05% | 128 |
|
2023
Q4 | $453K | Sell |
4,160
-7,381
| -64% | -$804K | 0.08% | 61 |
|
2023
Q3 | $1.11M | Buy |
+11,541
| New | +$1.11M | 0.22% | 43 |
|
2023
Q2 | – | Sell |
-1,791
| Closed | -$220K | – | 92 |
|
2023
Q1 | $220K | Sell |
1,791
-36
| -2% | -$4.43K | 0.05% | 76 |
|
2022
Q4 | $214K | Buy |
+1,827
| New | +$214K | 0.06% | 84 |
|
2022
Q2 | – | Sell |
-1,933
| Closed | -$261K | – | 87 |
|
2022
Q1 | $261K | Sell |
1,933
-159
| -8% | -$21.5K | 0.07% | 71 |
|
2021
Q4 | $349K | Buy |
+2,092
| New | +$349K | 0.09% | 63 |
|