Calton & Associates’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,549
| Closed | -$70.5K | – | 251 |
|
|
2024
Q3 | $70.5K | Buy |
10,549
+539
| +5% | +$3.6K | 0.03% | 237 |
|
|
2024
Q2 | $41.6K | Sell |
10,010
-100
| -1% | -$416 | 0.02% | 185 |
|
|
2024
Q1 | $45.5K | Hold |
10,110
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $91.7K | Buy |
+10,110
| New | +$91.7K | 0.04% | 239 |
|
|
2023
Q3 | – | Sell |
-16,100
| Closed | -$156K | – | 207 |
|
|
2023
Q2 | $156K | Buy |
16,100
+1,990
| +14% | +$19.3K | 0.07% | 200 |
|
|
2023
Q1 | $148K | Buy |
+14,110
| New | +$148K | 0.07% | 217 |
|