1WA
180 Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
89,627
-4,216
| -4% | -$14.5K | 0.04% | 334 |
|
|
2025
Q1 | $358K | Sell |
93,843
-1,808
| -2% | -$6.89K | 0.06% | 285 |
|
|
2024
Q4 | $417K | Sell |
95,651
-6,685
| -7% | -$29.1K | 0.07% | 255 |
|
|
2024
Q3 | $684K | Sell |
102,336
-970
| -0.9% | -$6.48K | 0.11% | 179 |
|
|
2024
Q2 | $483K | Buy |
103,306
+10,413
| +11% | +$48.7K | 0.08% | 221 |
|
|
2024
Q1 | $418K | Buy |
92,893
+27,289
| +42% | +$123K | 0.08% | 233 |
|
|
2023
Q4 | $552K | Buy |
65,604
+3,586
| +6% | +$30.2K | 0.11% | 184 |
|
|
2023
Q3 | $561K | Buy |
62,018
+753
| +1% | +$6.81K | 0.13% | 172 |
|
|
2023
Q2 | $614K | Buy |
61,265
+4,213
| +7% | +$42.3K | 0.13% | 163 |
|
|
2023
Q1 | $600K | Buy |
57,052
+4,823
| +9% | +$50.7K | 0.14% | 154 |
|
|
2022
Q4 | $636K | Buy |
52,229
+4,758
| +10% | +$57.9K | 0.15% | 141 |
|
|
2022
Q3 | $749K | Buy |
47,471
+1,555
| +3% | +$24.5K | 0.21% | 108 |
|
|
2022
Q2 | $981K | Buy |
45,916
+3,135
| +7% | +$67K | 0.25% | 100 |
|
|
2022
Q1 | $850K | Buy |
42,781
+1,314
| +3% | +$26.1K | 0.19% | 120 |
|
|
2021
Q4 | $1.13M | Sell |
41,467
-3,500
| -8% | -$95.7K | 0.25% | 102 |
|
|
2021
Q3 | $1.7M | Sell |
44,967
-2,522
| -5% | -$95.1K | 0.37% | 73 |
|
|
2021
Q2 | $2.1M | Sell |
47,489
-380
| -0.8% | -$16.8K | 0.48% | 57 |
|
|
2021
Q1 | $1.63M | Buy |
47,869
+11,318
| +31% | +$385K | 0.4% | 69 |
|
|
2020
Q4 | $2.14M | Buy |
+36,551
| New | +$2.14M | 0.62% | 36 |
|