NWM
Nicola Wealth Management’s Americold COLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44,099
| Closed | -$1.81M | – | 117 |
|
|
2023
Q3 | $1.81M | Buy |
44,099
+28,000
| +174% | +$1.15M | 0.2% | 95 |
|
|
2023
Q2 | $520K | Buy |
+16,099
| New | +$520K | 0.05% | 103 |
|
|
2022
Q2 | – | Sell |
-55,000
| Closed | -$1.53M | – | 146 |
|
|
2022
Q1 | $1.53M | Sell |
55,000
-31,000
| -36% | -$863K | 0.13% | 104 |
|
|
2021
Q4 | $2.83M | Sell |
86,000
-10,000
| -10% | -$329K | 0.27% | 88 |
|
|
2021
Q3 | $2.79M | Sell |
96,000
-9,000
| -9% | -$261K | 0.29% | 89 |
|
|
2021
Q2 | $3.98M | Buy |
105,000
+85,000
| +425% | +$3.22M | 0.41% | 87 |
|
|
2021
Q1 | $769K | Buy |
+20,000
| New | +$769K | 0.09% | 109 |
|