Carson Wealth (CWM LLC)’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Sell |
15,773
-4,687
| -23% | -$16K | ﹤0.01% | 3223 |
|
|
2025
Q1 | $78K | Sell |
20,460
-5,131
| -20% | -$19.6K | ﹤0.01% | 2629 |
|
|
2024
Q4 | $112K | Buy |
25,591
+1,864
| +8% | +$8.16K | ﹤0.01% | 2210 |
|
|
2024
Q3 | $158K | Sell |
23,727
-672
| -3% | -$4.48K | ﹤0.01% | 1885 |
|
|
2024
Q2 | $102K | Buy |
24,399
+3,371
| +16% | +$14.1K | ﹤0.01% | 1962 |
|
|
2024
Q1 | $95K | Sell |
21,028
-10,409
| -33% | -$47K | ﹤0.01% | 1908 |
|
|
2023
Q4 | $285K | Buy |
31,437
+16,792
| +115% | +$152K | ﹤0.01% | 1274 |
|
|
2023
Q3 | $132K | Sell |
14,645
-3,697
| -20% | -$33.3K | ﹤0.01% | 1484 |
|
|
2023
Q2 | $178K | Buy |
18,342
+3,399
| +23% | +$33K | ﹤0.01% | 1298 |
|
|
2023
Q1 | $157K | Buy |
14,943
+5,352
| +56% | +$56.2K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $94K | Sell |
9,591
-102
| -1% | -$1K | ﹤0.01% | 1400 |
|
|
2022
Q3 | $153K | Buy |
9,693
+186
| +2% | +$2.94K | ﹤0.01% | 1153 |
|
|
2022
Q2 | $206K | Buy |
9,507
+2,639
| +38% | +$57.2K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $145K | Sell |
6,868
-1,718
| -20% | -$36.3K | ﹤0.01% | 1179 |
|
|
2021
Q4 | $272K | Buy |
+8,586
| New | +$272K | ﹤0.01% | 908 |
|
|
2021
Q2 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2021
Q1 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2020
Q4 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2020
Q3 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2020
Q2 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2020
Q1 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2019
Q4 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2019
Q3 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2019
Q2 | $340K | Hold |
6,384
| – | – | ﹤0.01% | 756 |
|
|
2019
Q1 | $340K | Buy |
+6,384
| New | +$340K | ﹤0.01% | 756 |
|