Bartlett & Co Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172 | Hold |
50
| – | – | ﹤0.01% | 1204 |
|
|
2025
Q1 | $191 | Hold |
50
| – | – | ﹤0.01% | 1169 |
|
|
2024
Q4 | $218 | Hold |
50
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q3 | $334 | Sell |
50
-15
| -23% | -$100 | ﹤0.01% | 1099 |
|
|
2024
Q2 | $270 | Hold |
65
| – | – | ﹤0.01% | 1108 |
|
|
2024
Q1 | $293 | Buy |
65
+15
| +30% | +$68 | ﹤0.01% | 1097 |
|
|
2023
Q4 | $472 | Hold |
50
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q3 | $452 | Hold |
50
| – | – | ﹤0.01% | 1133 |
|
|
2023
Q2 | $485 | Hold |
50
| – | – | ﹤0.01% | 1119 |
|
|
2023
Q1 | $526 | Hold |
50
| – | – | ﹤0.01% | 1031 |
|
|
2022
Q4 | $488 | Hold |
50
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q3 | $789 | Hold |
50
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q2 | $1.09K | Hold |
50
| – | – | ﹤0.01% | 1238 |
|
|
2022
Q1 | $1.05K | Buy |
+50
| New | +$1.05K | ﹤0.01% | 1019 |
|