CAWM
Capital Advisors Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,511
| Closed | -$76.9K | – | 180 |
|
|
2024
Q3 | $76.9K | Hold |
11,511
| – | – | 0.01% | 166 |
|
|
2024
Q2 | $47.9K | Hold |
11,511
| – | – | 0.01% | 160 |
|
|
2024
Q1 | $51.8K | Sell |
11,511
-5
| -0% | -$23 | 0.01% | 157 |
|
|
2023
Q4 | $104K | Buy |
11,516
+5
| +0% | +$45 | 0.02% | 142 |
|
|
2023
Q3 | $104K | Hold |
11,511
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $112K | Sell |
11,511
-135
| -1% | -$1.31K | 0.03% | 135 |
|
|
2023
Q1 | $122K | Hold |
11,646
| – | – | 0.03% | 134 |
|
|
2022
Q4 | $114K | Hold |
11,646
| – | – | 0.03% | 128 |
|
|
2022
Q3 | $184K | Hold |
11,646
| – | – | 0.06% | 113 |
|
|
2022
Q2 | $253K | Hold |
11,646
| – | – | 0.08% | 98 |
|
|
2022
Q1 | $245K | Buy |
+11,646
| New | +$245K | 0.08% | 104 |
|