Beacon Pointe Advisors’s NIO NIO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,002
| Closed | -$90.4K | – | 1341 |
|
2023
Q3 | $90.4K | Buy |
+10,002
| New | +$90.4K | ﹤0.01% | 1274 |
|
2022
Q3 | – | Sell |
-14,766
| Closed | -$320K | – | 1040 |
|
2022
Q2 | $320K | Buy |
+14,766
| New | +$320K | 0.01% | 797 |
|
2022
Q1 | – | Sell |
-6,525
| Closed | -$207K | – | 1213 |
|
2021
Q4 | $207K | Buy |
+6,525
| New | +$207K | 0.01% | 865 |
|
2021
Q3 | – | Sell |
-7,083
| Closed | -$377K | – | 944 |
|
2021
Q2 | $377K | Buy |
7,083
+125
| +2% | +$6.65K | 0.01% | 579 |
|
2021
Q1 | $272K | Sell |
6,958
-152
| -2% | -$5.94K | 0.02% | 407 |
|
2020
Q4 | $346K | Buy |
+7,110
| New | +$346K | 0.02% | 338 |
|