Annex Advisory Services’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Hold |
12,252
| – | – | ﹤0.01% | 320 |
|
|
2025
Q1 | $46.7K | Buy |
+12,252
| New | +$46.7K | ﹤0.01% | 308 |
|
|
2024
Q1 | – | Sell |
-10,086
| Closed | -$91.5K | – | 295 |
|
|
2023
Q4 | $91.5K | Sell |
10,086
-95
| -0.9% | -$862 | ﹤0.01% | 262 |
|
|
2023
Q3 | $92K | Hold |
10,181
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $98.7K | Sell |
10,181
-11
| -0.1% | -$107 | 0.01% | 247 |
|
|
2023
Q1 | $107K | Buy |
+10,192
| New | +$107K | 0.01% | 239 |
|
|
2022
Q3 | – | Sell |
-9,956
| Closed | -$216K | – | 254 |
|
|
2022
Q2 | $216K | Buy |
+9,956
| New | +$216K | 0.02% | 235 |
|
|
2022
Q1 | – | Sell |
-6,937
| Closed | -$220K | – | 261 |
|
|
2021
Q4 | $220K | Sell |
6,937
-74,088
| -91% | -$2.35M | 0.02% | 227 |
|
|
2021
Q3 | $2.89M | Buy |
81,025
+14,515
| +22% | +$517K | 0.24% | 72 |
|
|
2021
Q2 | $3.54M | Buy |
66,510
+40,500
| +156% | +$2.16M | 0.29% | 57 |
|
|
2021
Q1 | $1.01M | Buy |
26,010
+20,510
| +373% | +$799K | 0.1% | 110 |
|
|
2020
Q4 | $268K | Buy |
+5,500
| New | +$268K | 0.03% | 160 |
|