Perfromance Wealth Partners’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 |
-72,611
| Closed | -$7.88M | – | 177 |
|
2023
Q4 | $7.88M | Sell |
72,611
-6,331
| -8% | -$687K | 0.35% | 24 |
|
2023
Q3 | $7.55M | Sell |
78,942
-3,980
| -5% | -$381K | 0.37% | 27 |
|
2023
Q2 | $8.88M | Sell |
82,922
-1,366
| -2% | -$146K | 0.41% | 21 |
|
2023
Q1 | $10.3M | Buy |
84,288
+2,600
| +3% | +$319K | 0.53% | 19 |
|
2022
Q4 | $9.56M | Sell |
81,688
-3,634
| -4% | -$425K | 0.58% | 18 |
|
2022
Q3 | $7.09M | Buy |
85,322
+1,705
| +2% | +$142K | 0.41% | 25 |
|
2022
Q2 | $8.55M | Sell |
83,617
-1,850
| -2% | -$189K | 0.48% | 24 |
|
2022
Q1 | $11.5M | Buy |
85,467
+1,728
| +2% | +$233K | 0.5% | 25 |
|
2021
Q4 | $14M | Buy |
+83,739
| New | +$14M | 0.56% | 24 |
|