BerganKDV Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,498
| Closed | -$24.4K | – | 1100 |
|
|
2022
Q4 | $24.4K | Buy |
+2,498
| New | +$24.4K | ﹤0.01% | 470 |
|
|
2021
Q2 | – | Sell |
-110
| Closed | -$4K | – | 1001 |
|
|
2021
Q1 | $4K | Buy |
110
+10
| +10% | +$364 | ﹤0.01% | 698 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 658 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$2K | – | 978 |
|
|
2020
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 769 |
|