Schrum Private Wealth Management’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 |
-3,000
| Closed | -$226K | – | 176 |
|
2024
Q2 | $226K | Hold |
3,000
| – | – | 0.2% | 116 |
|
2024
Q1 | $282K | Buy |
+3,000
| New | +$282K | 0.26% | 95 |
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$287K | – | 110 |
|
2023
Q3 | $287K | Sell |
3,000
-165
| -5% | -$15.8K | 0.33% | 80 |
|
2023
Q2 | $349K | Sell |
3,165
-235
| -7% | -$25.9K | 0.38% | 68 |
|
2023
Q1 | $417K | Hold |
3,400
| – | – | 0.48% | 59 |
|
2022
Q4 | $398K | Hold |
3,400
| – | – | 0.47% | 60 |
|
2022
Q3 | $282K | Hold |
3,400
| – | – | 0.36% | 85 |
|
2022
Q2 | $347K | Hold |
3,400
| – | – | 0.39% | 75 |
|
2022
Q1 | $452K | Hold |
3,400
| – | – | 0.45% | 67 |
|
2021
Q4 | $567K | Buy |
+3,400
| New | +$567K | 0.52% | 54 |
|