Arkadios Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-38,567
| Closed | -$160K | – | 949 |
|
|
2024
Q2 | $160K | Buy |
+38,567
| New | +$160K | 0.01% | 779 |
|
|
2023
Q4 | – | Sell |
-11,325
| Closed | -$102K | – | 745 |
|
|
2023
Q3 | $102K | Buy |
+11,325
| New | +$102K | 0.01% | 641 |
|
|
2021
Q4 | – | Sell |
-4,854
| Closed | -$172K | – | 1336 |
|
|
2021
Q3 | $172K | Sell |
4,854
-675
| -12% | -$23.9K | 0.02% | 548 |
|
|
2021
Q2 | $294K | Sell |
5,529
-201
| -4% | -$10.7K | 0.04% | 452 |
|
|
2021
Q1 | $223K | Sell |
5,730
-675
| -11% | -$26.3K | 0.04% | 386 |
|
|
2020
Q4 | $312K | Buy |
+6,405
| New | +$312K | 0.07% | 259 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$403 | – | 1268 |
|
|
2019
Q4 | $403 | Buy |
+100
| New | +$403 | ﹤0.01% | 939 |
|