Berman Capital Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $90K | Buy |
2,542
+15
| +0.6% | +$531 | 0.01% | 471 |
|
|
2021
Q2 | $134K | Buy |
2,527
+2,517
| +25,170% | +$133K | 0.02% | 312 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1856 |
|
|
2020
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1776 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1761 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1603 |
|