Wellesley Investment Partners’s Nike NKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $345K | Sell |
2,751
-379
| -12% | -$47.5K | 0.12% | 69 |
|
|
2020
Q2 | $306K | Sell |
3,130
-194
| -6% | -$19K | 0.11% | 78 |
|
|
2020
Q1 | $275K | Sell |
3,324
-269
| -7% | -$22.3K | 0.11% | 83 |
|
|
2019
Q4 | $364K | Sell |
3,593
-2,788
| -44% | -$282K | 0.11% | 83 |
|
|
2019
Q3 | $599K | Buy |
6,381
+38
| +0.6% | +$3.57K | 0.2% | 64 |
|
|
2019
Q2 | $532K | Sell |
6,343
-1,765
| -22% | -$148K | 0.18% | 68 |
|
|
2019
Q1 | $682K | Sell |
8,108
-600
| -7% | -$50.5K | 0.23% | 68 |
|
|
2018
Q4 | $645K | Hold |
8,708
| – | – | 0.23% | 69 |
|
|
2018
Q3 | $737K | Buy |
8,708
+120
| +1% | +$10.2K | 0.24% | 70 |
|
|
2018
Q2 | $684K | Buy |
8,588
+93
| +1% | +$7.41K | 0.24% | 73 |
|
|
2018
Q1 | $564K | Buy |
8,495
+244
| +3% | +$16.2K | 0.2% | 79 |
|
|
2017
Q4 | $516K | Sell |
8,251
-75
| -0.9% | -$4.69K | 0.2% | 77 |
|
|
2017
Q3 | $431K | Buy |
8,326
+494
| +6% | +$25.6K | 0.18% | 80 |
|
|
2017
Q2 | $462K | Buy |
7,832
+577
| +8% | +$34K | 0.19% | 78 |
|
|
2017
Q1 | $404K | Sell |
7,255
-75
| -1% | -$4.18K | 0.18% | 79 |
|
|
2016
Q4 | $372K | Buy |
+7,330
| New | +$372K | 0.18% | 78 |
|