Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-600
Closed -$3.06K 1623
2025
Q4
$3.06K Buy
+600
New +$3.7K ﹤0.01% 1293
2024
Q4
Sell
-100
Closed -$668 1481
2024
Q3
$668 Hold
100
﹤0.01% 1346
2024
Q2
$416 Hold
100
﹤0.01% 1376
2024
Q1
$450 Hold
100
﹤0.01% 1350
2023
Q4
$907 Sell
100
-100
-50% -$794 ﹤0.01% 1329
2023
Q3
$1.81K Hold
200
﹤0.01% 1272
2023
Q2
$1.94K Sell
200
-100
-33% -$846 ﹤0.01% 1175
2023
Q1
$3.15K Hold
300
﹤0.01% 1153
2022
Q4
$2.92K Hold
300
﹤0.01% 1124
2022
Q3
$5K Hold
300
﹤0.01% 1118
2022
Q2
$6K Buy
300
+91
+44% +$1.67K ﹤0.01% 1105
2022
Q1
$4K Hold
209
﹤0.01% 1181
2021
Q4
$6K Buy
209
+100
+92% +$3.67K ﹤0.01% 1119
2021
Q3
$4K Sell
109
-100
-48% -$4.11K ﹤0.01% 1138
2021
Q2
$11K Buy
209
+6
+3% +$240 ﹤0.01% 1003
2021
Q1
$8K Buy
203
+109
+116% +$5.56K ﹤0.01% 953
2020
Q4
$5K Sell
94
-156
-62% -$6.04K ﹤0.01% 970
2020
Q3
$3K Sell
250
-250
-50% -$3.85K ﹤0.01% 997
2020
Q2
$4K Hold
500
﹤0.01% 961
2020
Q1
$1K Buy
+500
New +$1.86K ﹤0.01% 1113

Other funds holding NIO