AE Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,921
| Closed | -$74.6K | – | 1298 |
|
|
2024
Q2 | $74.6K | Buy |
+17,921
| New | +$84.8K | ﹤0.01% | 1211 |
|
|
2024
Q1 | – | Sell |
-47,857
| Closed | -$294K | – | 1701 |
|
|
2023
Q4 | $294K | Sell |
47,857
-21,455
| -31% | -$170K | ﹤0.01% | 1711 |
|
|
2023
Q3 | $627K | Buy |
69,312
+33,057
| +91% | +$368K | ﹤0.01% | 1277 |
|
|
2023
Q2 | $351K | Sell |
36,255
-5,107
| -12% | -$43.2K | ﹤0.01% | 1546 |
|
|
2023
Q1 | $435K | Sell |
41,362
-5,098
| -11% | -$52.1K | ﹤0.01% | 1412 |
|
|
2022
Q4 | $453K | Sell |
46,460
-8,483
| -15% | -$97.8K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $866K | Sell |
54,943
-24,521
| -31% | -$485K | 0.01% | 1001 |
|
|
2022
Q2 | $1.73M | Buy |
79,464
+24,743
| +45% | +$454K | 0.01% | 713 |
|
|
2022
Q1 | $1.15M | Sell |
54,721
-12,605
| -19% | -$297K | 0.01% | 873 |
|
|
2021
Q4 | $2.13M | Buy |
67,326
+9,913
| +17% | +$364K | 0.01% | 681 |
|
|
2021
Q3 | $2.05M | Sell |
57,413
-3,640
| -6% | -$150K | 0.02% | 642 |
|
|
2021
Q2 | $3.25M | Buy |
61,053
+7,650
| +14% | +$306K | 0.03% | 483 |
|
|
2021
Q1 | $2.08M | Sell |
53,403
-11,807
| -18% | -$602K | 0.02% | 554 |
|
|
2020
Q4 | $3.18M | Buy |
65,210
+23,563
| +57% | +$912K | 0.04% | 365 |
|
|
2020
Q3 | $884K | Buy |
41,647
+15,223
| +58% | +$234K | 0.01% | 669 |
|
|
2020
Q2 | $204K | Sell |
26,424
-13,770
| -34% | -$60.5K | ﹤0.01% | 1152 |
|
|
2020
Q1 | $112K | Buy |
40,194
+26,294
| +189% | +$97.9K | ﹤0.01% | 1043 |
|
|
2019
Q4 | $56K | Sell |
13,900
-12,552
| -47% | -$25.2K | ﹤0.01% | 1096 |
|
|
2019
Q3 | $41K | Buy |
26,452
+11,152
| +73% | +$34.1K | ﹤0.01% | 972 |
|
|
2019
Q2 | $39K | Buy |
15,300
+2,344
| +18% | +$9.41K | ﹤0.01% | 948 |
|
|
2019
Q1 | $66K | Buy |
+12,956
| New | +$91.8K | ﹤0.01% | 621 |
|
Other funds holding NIO
