AWM
Avaii Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,671
| Closed | -$285K | – | 141 |
|
|
2024
Q3 | $285K | Buy |
+42,671
| New | +$285K | 0.14% | 101 |
|
|
2024
Q1 | – | Sell |
-61,461
| Closed | -$557K | – | 147 |
|
|
2023
Q4 | $557K | Buy |
+61,461
| New | +$557K | 0.36% | 61 |
|
|
2023
Q3 | – | Sell |
-66,650
| Closed | -$646K | – | 151 |
|
|
2023
Q2 | $646K | Buy |
+66,650
| New | +$646K | 0.5% | 46 |
|