BSW Wealth Partners’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,423
| Closed | -$89K | – | 322 |
|
|
2024
Q4 | $89K | Buy |
20,423
+3,606
| +21% | +$15.7K | 0.01% | 304 |
|
|
2024
Q3 | $112K | Buy |
16,817
+6,558
| +64% | +$43.8K | 0.02% | 292 |
|
|
2024
Q2 | $42.7K | Sell |
10,259
-31
| -0.3% | -$129 | 0.01% | 294 |
|
|
2024
Q1 | $46.3K | Buy |
+10,290
| New | +$46.3K | 0.01% | 301 |
|
|
2023
Q4 | – | Sell |
-14,661
| Closed | -$133K | – | 281 |
|
|
2023
Q3 | $133K | Buy |
+14,661
| New | +$133K | 0.03% | 239 |
|
|
2023
Q1 | – | Sell |
-14,202
| Closed | -$138K | – | 331 |
|
|
2022
Q4 | $138K | Buy |
+14,202
| New | +$138K | 0.03% | 293 |
|