Bard Financial Services’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Sell |
10,250
-1,250
| -11% | -$4.29K | ﹤0.01% | 198 |
|
|
2025
Q1 | $43.8K | Hold |
11,500
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $50.1K | Hold |
11,500
| – | – | 0.01% | 200 |
|
|
2024
Q3 | $76.8K | Hold |
11,500
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $47.8K | Hold |
11,500
| – | – | ﹤0.01% | 214 |
|
|
2024
Q1 | $51.8K | Sell |
11,500
-3,875
| -25% | -$17.4K | 0.01% | 223 |
|
|
2023
Q4 | $139K | Sell |
15,375
-1,250
| -8% | -$11.3K | 0.02% | 214 |
|
|
2023
Q3 | $150K | Buy |
16,625
+1,250
| +8% | +$11.3K | 0.02% | 211 |
|
|
2023
Q2 | $149K | Hold |
15,375
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $162K | Hold |
15,375
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $150K | Sell |
15,375
-2,250
| -13% | -$22K | 0.01% | 285 |
|
|
2022
Q3 | $278K | Hold |
17,625
| – | – | 0.03% | 242 |
|
|
2022
Q2 | $383K | Buy |
17,625
+1,250
| +8% | +$27.2K | 0.04% | 217 |
|
|
2022
Q1 | $345K | Buy |
16,375
+2,350
| +17% | +$49.5K | 0.03% | 225 |
|
|
2021
Q4 | $444K | Hold |
14,025
| – | – | 0.04% | 195 |
|
|
2021
Q3 | $500K | Sell |
14,025
-2,575
| -16% | -$91.8K | 0.04% | 183 |
|
|
2021
Q2 | $883K | Buy |
16,600
+525
| +3% | +$27.9K | 0.08% | 152 |
|
|
2021
Q1 | $627K | Buy |
16,075
+9,450
| +143% | +$369K | 0.06% | 162 |
|
|
2020
Q4 | $323K | Buy |
+6,625
| New | +$323K | 0.03% | 203 |
|