Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,233
| Closed | -$31.5K | – | 1777 |
|
|
2024
Q4 | $31.5K | Sell |
7,233
-7,355
| -50% | -$37.4K | ﹤0.01% | 1296 |
|
|
2024
Q3 | $97.4K | Buy |
14,588
+7,510
| +106% | +$34.5K | ﹤0.01% | 898 |
|
|
2024
Q2 | $29.4K | Buy |
7,078
+6,133
| +649% | +$29K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $4.25K | Buy |
945
+429
| +83% | +$2.59K | ﹤0.01% | 2118 |
|
|
2023
Q4 | $4.68K | Sell |
516
-3,100
| -86% | -$24.6K | ﹤0.01% | 1162 |
|
|
2023
Q3 | $32.7K | Sell |
3,616
-4,190
| -54% | -$46.6K | ﹤0.01% | 855 |
|
|
2023
Q2 | $75.6K | Buy |
7,806
+2,367
| +44% | +$20K | ﹤0.01% | 679 |
|
|
2023
Q1 | $57.2K | Sell |
5,439
-1,400
| -20% | -$14.3K | ﹤0.01% | 738 |
|
|
2022
Q4 | $66.7K | Buy |
6,839
+5,851
| +592% | +$67.4K | 0.01% | 583 |
|
|
2022
Q3 | $15K | Buy |
988
+752
| +319% | +$14.9K | ﹤0.01% | 789 |
|
|
2022
Q2 | $5K | Buy |
236
+195
| +476% | +$3.58K | ﹤0.01% | 859 |
|
|
2022
Q1 | $0 | Sell |
41
-5
| -11% | -$118 | ﹤0.01% | 1198 |
|
|
2021
Q4 | $1K | Sell |
46
-174
| -79% | -$6.39K | ﹤0.01% | 1039 |
|
|
2021
Q3 | $7K | Sell |
220
-1,600
| -88% | -$65.7K | ﹤0.01% | 812 |
|
|
2021
Q2 | $96K | Buy |
1,820
+1,020
| +128% | +$40.9K | 0.01% | 471 |
|
|
2021
Q1 | $31K | Sell |
800
-2,348
| -75% | -$120K | ﹤0.01% | 573 |
|
|
2020
Q4 | $153K | Sell |
3,148
-1,000
| -24% | -$38.7K | 0.02% | 400 |
|
|
2020
Q3 | $88K | Buy |
4,148
+1,448
| +54% | +$22.3K | 0.01% | 461 |
|
|
2020
Q2 | $20K | Buy |
2,700
+1,700
| +170% | +$7.47K | ﹤0.01% | 576 |
|
|
2020
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 691 |
|
|
2019
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 672 |
|
|
2019
Q3 | $1K | Buy |
+1,000
| New | +$3.06K | ﹤0.01% | 736 |
|
Other funds holding NIO
