B. Riley Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $46.7K | Sell |
10,703
-1,675
| -14% | -$8.52K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $82.8K | Sell |
12,378
-16,626
| -57% | -$76.4K | ﹤0.01% | 1220 |
|
|
2024
Q2 | $121K | Sell |
29,004
-11,872
| -29% | -$56.2K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $370K | Buy |
40,876
+9,375
| +30% | +$56.5K | 0.01% | 945 |
|
|
2023
Q4 | $286K | Sell |
31,501
-9,375
| -23% | -$74.4K | 0.01% | 1074 |
|
|
2023
Q3 | $370K | Buy |
40,876
+5,900
| +17% | +$65.7K | 0.01% | 945 |
|
|
2023
Q2 | $339K | Sell |
34,976
-10,450
| -23% | -$88.4K | 0.01% | 1053 |
|
|
2023
Q1 | $477K | Sell |
45,426
-1,300
| -3% | -$13.3K | 0.01% | 825 |
|
|
2022
Q4 | $456K | Sell |
46,726
-9,626
| -17% | -$111K | 0.01% | 826 |
|
|
2022
Q3 | $889K | Sell |
56,352
-10,392
| -16% | -$206K | 0.03% | 542 |
|
|
2022
Q2 | $1.45M | Buy |
66,744
+9,583
| +17% | +$176K | 0.06% | 314 |
|
|
2022
Q1 | $1.2M | Sell |
57,161
-7,741
| -12% | -$182K | 0.04% | 427 |
|
|
2021
Q4 | $2.06M | Sell |
64,902
-3,276
| -5% | -$120K | 0.06% | 342 |
|
|
2021
Q3 | $2.43M | Sell |
68,178
-3,949
| -5% | -$162K | 0.08% | 289 |
|
|
2021
Q2 | $3.84M | Buy |
72,127
+8,745
| +14% | +$350K | 0.12% | 188 |
|
|
2021
Q1 | $2.47M | Buy |
63,382
+31,713
| +100% | +$1.62M | 0.09% | 265 |
|
|
2020
Q4 | $1.54M | Buy |
31,669
+9,889
| +45% | +$383K | 0.08% | 241 |
|
|
2020
Q3 | $463K | Buy |
+21,780
| New | +$335K | 0.02% | 558 |
|
|
2020
Q2 | – | Sell |
-28,975
| Closed | -$81K | – | 889 |
|
|
2020
Q1 | $81K | Buy |
+28,975
| New | +$108K | 0.01% | 739 |
|
|
2019
Q2 | – | Sell |
-10,445
| Closed | -$54K | – | 817 |
|
|
2019
Q1 | $54K | Buy |
10,445
+285
| +3% | +$2.02K | 0.01% | 720 |
|
|
2018
Q4 | $65K | Sell |
10,160
-4,800
| -32% | -$33.4K | 0.01% | 634 |
|
|
2018
Q3 | $105K | Buy |
+14,960
| New | +$123K | 0.01% | 686 |
|
Other funds holding NIO
