BWP
Bernardo Wealth Planning’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,450
| Closed | -$216K | – | 122 |
|
|
2020
Q4 | $216K | Buy |
+4,450
| New | +$216K | 0.08% | 162 |
|
|
2019
Q4 | – | Sell |
-11,500
| Closed | -$17K | – | 167 |
|
|
2019
Q3 | $17K | Sell |
11,500
-4,000
| -26% | -$5.91K | 0.01% | 157 |
|
|
2019
Q2 | $40K | Sell |
15,500
-100
| -0.6% | -$258 | 0.03% | 148 |
|
|
2019
Q1 | $80K | Buy |
15,600
+4,000
| +34% | +$20.5K | 0.06% | 146 |
|
|
2018
Q4 | $74K | Buy |
+11,600
| New | +$74K | 0.07% | 129 |
|