MPS Loria Financial Planners’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,547
| Closed | -$276K | – | 83 |
|
2023
Q4 | $276K | Buy |
2,547
+6
| +0.2% | +$651 | 0.1% | 68 |
|
2023
Q3 | $243K | Hold |
2,541
| – | – | 0.1% | 67 |
|
2023
Q2 | $280K | Hold |
2,541
| – | – | 0.11% | 63 |
|
2023
Q1 | $312K | Buy |
2,541
+124
| +5% | +$15.2K | 0.13% | 55 |
|
2022
Q4 | $283K | Sell |
2,417
-124
| -5% | -$14.5K | 0.13% | 57 |
|
2022
Q3 | $211K | Buy |
2,541
+119
| +5% | +$9.88K | 0.08% | 63 |
|
2022
Q2 | $247K | Buy |
2,422
+6
| +0.2% | +$612 | 0.11% | 61 |
|
2022
Q1 | $325K | Sell |
2,416
-4
| -0.2% | -$538 | 0.14% | 58 |
|
2021
Q4 | $403K | Hold |
2,420
| – | – | 0.16% | 48 |
|
2021
Q3 | $351K | Buy |
2,420
+3
| +0.1% | +$435 | 0.16% | 48 |
|
2021
Q2 | $373K | Buy |
2,417
+1
| +0% | +$154 | 0.17% | 47 |
|
2021
Q1 | $321K | Sell |
2,416
-1
| -0% | -$133 | 0.15% | 54 |
|
2020
Q4 | $339K | Buy |
2,417
+157
| +7% | +$22K | 0.15% | 51 |
|
2020
Q3 | $284K | Buy |
2,260
+15
| +0.7% | +$1.89K | 0.15% | 53 |
|
2020
Q2 | $220K | Buy |
+2,245
| New | +$220K | 0.12% | 66 |
|
2020
Q1 | – | Sell |
-2,244
| Closed | -$227K | – | 70 |
|
2019
Q4 | $227K | Hold |
2,244
| – | – | 0.13% | 68 |
|
2019
Q3 | $210K | Buy |
+2,244
| New | +$210K | 0.14% | 67 |
|
2017
Q3 | – | Sell |
-208
| Closed | -$12K | – | 252 |
|
2017
Q2 | $12K | Buy |
+208
| New | +$12K | 0.01% | 278 |
|