CWC
Carolinas Wealth Consulting’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-177
| Closed | -$772 | – | 1069 |
|
|
2024
Q4 | $772 | Hold |
177
| – | – | ﹤0.01% | 969 |
|
|
2024
Q3 | $1.18K | Hold |
177
| – | – | ﹤0.01% | 896 |
|
|
2024
Q2 | $737 | Hold |
177
| – | – | ﹤0.01% | 948 |
|
|
2024
Q1 | $796 | Sell |
177
-922
| -84% | -$4.15K | ﹤0.01% | 929 |
|
|
2023
Q4 | $9.97K | Hold |
1,099
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $8.02K | Hold |
1,099
| – | – | ﹤0.01% | 544 |
|
|
2023
Q2 | $10.6K | Hold |
1,099
| – | – | ﹤0.01% | 584 |
|
|
2023
Q1 | $11.6K | Hold |
1,099
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $10.7K | Hold |
1,099
| – | – | ﹤0.01% | 610 |
|
|
2022
Q3 | $17K | Hold |
1,099
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $24K | Hold |
1,099
| – | – | 0.01% | 424 |
|
|
2022
Q1 | $23K | Hold |
1,099
| – | – | 0.01% | 459 |
|
|
2021
Q4 | $35K | Hold |
1,099
| – | – | 0.01% | 412 |
|
|
2021
Q3 | $39K | Buy |
1,099
+437
| +66% | +$15.5K | 0.01% | 381 |
|
|
2021
Q2 | $35K | Sell |
662
-338
| -34% | -$17.9K | 0.01% | 410 |
|
|
2021
Q1 | $39K | Hold |
1,000
| – | – | 0.01% | 404 |
|
|
2020
Q4 | $49K | Buy |
+1,000
| New | +$49K | 0.01% | 343 |
|