Cary Street Partners Investment Advisory’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,565
| Closed | -$23.2K | – | 1398 |
|
|
2023
Q3 | $23.2K | Buy |
2,565
+300
| +13% | +$2.71K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $21.9K | Buy |
2,265
+2,000
| +755% | +$19.4K | ﹤0.01% | 1021 |
|
|
2023
Q1 | $2.79K | Hold |
265
| – | – | ﹤0.01% | 1452 |
|
|
2022
Q4 | $2.58K | Buy |
+265
| New | +$2.58K | ﹤0.01% | 1466 |
|
|
2020
Q2 | – | Sell |
-14,003
| Closed | -$38K | – | 113 |
|
|
2020
Q1 | $38K | Hold |
14,003
| – | – | 0.09% | 72 |
|
|
2019
Q4 | $56K | Buy |
+14,003
| New | +$56K | 0.06% | 122 |
|