B. Riley Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,369
| Closed | -$445K | – | 645 |
|
|
2021
Q2 | $445K | Sell |
8,369
-51
| -0.6% | -$2.71K | 0.05% | 253 |
|
|
2021
Q1 | $328K | Buy |
+8,420
| New | +$328K | 0.04% | 286 |
|
|
2019
Q3 | – | Sell |
-19,410
| Closed | -$49 | – | 417 |
|
|
2019
Q2 | $49 | Sell |
19,410
-3,100
| -14% | -$8 | 0.01% | 387 |
|
|
2019
Q1 | $115K | Sell |
22,510
-13,550
| -38% | -$69.2K | 0.02% | 373 |
|
|
2018
Q4 | $230K | Buy |
+36,060
| New | +$230K | 0.05% | 286 |
|