BPFA
Barnes Pettey Financial Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-152,033
| Closed | -$1.37M | – | 98 |
|
|
2023
Q3 | $1.37M | Sell |
152,033
-19,089
| -11% | -$173K | 1.26% | 22 |
|
|
2023
Q2 | $1.66M | Sell |
171,122
-9,993
| -6% | -$96.8K | 1.43% | 21 |
|
|
2023
Q1 | $1.9M | Sell |
181,115
-1,503
| -0.8% | -$15.8K | 1.82% | 17 |
|
|
2022
Q4 | $1.78M | Buy |
182,618
+100,775
| +123% | +$983K | 1.84% | 14 |
|
|
2022
Q3 | $1.29M | Buy |
81,843
+5,925
| +8% | +$93.5K | 1.76% | 15 |
|
|
2022
Q2 | $1.65M | Sell |
75,918
-2,743
| -3% | -$59.6K | 2.13% | 12 |
|
|
2022
Q1 | $1.66M | Buy |
78,661
+19,432
| +33% | +$409K | 2% | 10 |
|
|
2021
Q4 | $1.88M | Buy |
+59,229
| New | +$1.88M | 2.16% | 10 |
|