Arete Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,416
| Closed | -$203K | – | 607 |
|
|
2023
Q4 | $203K | Buy |
22,416
+5,735
| +34% | +$52K | 0.02% | 677 |
|
|
2023
Q3 | $151K | Buy |
+16,681
| New | +$151K | 0.03% | 453 |
|
|
2020
Q4 | – | Sell |
-18,809
| Closed | -$399K | – | 433 |
|
|
2020
Q3 | $399K | Sell |
18,809
-11,691
| -38% | -$248K | 0.06% | 252 |
|
|
2020
Q2 | $235K | Hold |
30,500
| – | – | 0.04% | 329 |
|
|
2020
Q1 | $85K | Buy |
30,500
+5,500
| +22% | +$15.3K | 0.02% | 328 |
|
|
2019
Q4 | $101K | Buy |
25,000
+12,000
| +92% | +$48.5K | 0.02% | 383 |
|
|
2019
Q3 | $20K | Hold |
13,000
| – | – | ﹤0.01% | 404 |
|
|
2019
Q2 | $33K | Hold |
13,000
| – | – | 0.01% | 387 |
|
|
2019
Q1 | $66K | Buy |
13,000
+500
| +4% | +$2.54K | 0.01% | 382 |
|
|
2018
Q4 | $80K | Buy |
+12,500
| New | +$80K | 0.02% | 359 |
|