UBP Investment Advisors’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,543
| Closed | -$870K | – | 128 |
|
2021
Q1 | $870K | Buy |
6,543
+4,437
| +211% | +$590K | 0.36% | 58 |
|
2020
Q4 | $298K | Buy |
2,106
+88
| +4% | +$12.5K | 0.15% | 61 |
|
2020
Q3 | $253K | Buy |
+2,018
| New | +$253K | 0.2% | 50 |
|
2018
Q4 | – | Sell |
-3,600
| Closed | -$305K | – | 56 |
|
2018
Q3 | $305K | Hold |
3,600
| – | – | 0.29% | 49 |
|
2018
Q2 | $285K | Sell |
3,600
-500
| -12% | -$39.6K | 0.34% | 43 |
|
2018
Q1 | $272K | Hold |
4,100
| – | – | 0.29% | 44 |
|
2017
Q4 | $256K | Buy |
+4,100
| New | +$256K | 0.3% | 51 |
|