Summit Wealth & Retirement Planning’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,290
| Closed | -$215K | – | 106 |
|
2021
Q4 | $215K | Buy |
+1,290
| New | +$215K | 0.07% | 84 |
|
2021
Q3 | – | Sell |
-1,553
| Closed | -$240K | – | 87 |
|
2021
Q2 | $240K | Sell |
1,553
-133
| -8% | -$20.6K | 0.09% | 74 |
|
2021
Q1 | $224K | Sell |
1,686
-20
| -1% | -$2.66K | 0.08% | 93 |
|
2020
Q4 | $241K | Hold |
1,706
| – | – | 0.09% | 104 |
|
2020
Q3 | $214K | Buy |
+1,706
| New | +$214K | 0.09% | 100 |
|