Beaird Harris Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-395
| Closed | -$1.64K | – | 666 |
|
2024
Q2 | $1.64K | Hold |
395
| – | – | ﹤0.01% | 557 |
|
2024
Q1 | $1.78K | Hold |
395
| – | – | ﹤0.01% | 484 |
|
2023
Q4 | $3.58K | Hold |
395
| – | – | ﹤0.01% | 413 |
|
2023
Q3 | $3.57K | Hold |
395
| – | – | ﹤0.01% | 329 |
|
2023
Q2 | $3.83K | Hold |
395
| – | – | ﹤0.01% | 339 |
|
2023
Q1 | $4.15K | Sell |
395
-200
| -34% | -$2.1K | ﹤0.01% | 332 |
|
2022
Q4 | $5.8K | Hold |
595
| – | – | ﹤0.01% | 392 |
|
2022
Q3 | $9K | Buy |
595
+395
| +198% | +$5.98K | ﹤0.01% | 291 |
|
2022
Q2 | $4K | Sell |
200
-395
| -66% | -$7.9K | ﹤0.01% | 321 |
|
2022
Q1 | $13K | Sell |
595
-200
| -25% | -$4.37K | ﹤0.01% | 295 |
|
2021
Q4 | $25K | Buy |
+795
| New | +$25K | 0.01% | 304 |
|