Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-40,000
Closed -$267K 98
2024
Q3
$267K Hold
40,000
0.06% 78
2024
Q2
$166K Hold
40,000
0.04% 77
2024
Q1
$180K Hold
40,000
0.05% 80
2023
Q4
$363K Hold
40,000
0.1% 73
2023
Q3
$362K Hold
40,000
0.1% 71
2023
Q2
$388K Hold
40,000
0.11% 74
2023
Q1
$420K Hold
40,000
0.11% 76
2022
Q4
$390K Sell
40,000
-30,000
-43% -$346K 0.11% 77
2022
Q3
$1.1M Hold
70,000
0.33% 57
2022
Q2
$1.52M Buy
70,000
+20,000
+40% +$367K 0.44% 49
2022
Q1
$1.05M Hold
50,000
0.29% 54
2021
Q4
$1.58M Buy
50,000
+20,000
+67% +$735K 0.47% 46
2021
Q3
$1.07M Hold
30,000
0.36% 50
2021
Q2
$1.6M Buy
+30,000
New +$1.2M 0.56% 44

Other funds holding NIO