CWM
Centric Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,385
| Closed | -$109K | – | 121 |
|
|
2023
Q1 | $109K | Hold |
10,385
| – | – | 0.05% | 103 |
|
|
2022
Q4 | $101K | Sell |
10,385
-40,000
| -79% | -$390K | 0.05% | 100 |
|
|
2022
Q3 | $795K | Buy |
50,385
+10,000
| +25% | +$158K | 0.32% | 75 |
|
|
2022
Q2 | $877K | Hold |
40,385
| – | – | 0.32% | 79 |
|
|
2022
Q1 | $850K | Buy |
+40,385
| New | +$850K | 0.27% | 84 |
|