Chevy Chase Trust’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,750
| Closed | -$170K | – | 651 |
|
|
2022
Q3 | $170K | Hold |
10,750
| – | – | ﹤0.01% | 625 |
|
|
2022
Q2 | $233K | Hold |
10,750
| – | – | ﹤0.01% | 617 |
|
|
2022
Q1 | $226K | Hold |
10,750
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $341K | Hold |
10,750
| – | – | ﹤0.01% | 636 |
|
|
2021
Q3 | $383K | Sell |
10,750
-567
| -5% | -$20.2K | ﹤0.01% | 612 |
|
|
2021
Q2 | $602K | Buy |
11,317
+137
| +1% | +$7.29K | ﹤0.01% | 597 |
|
|
2021
Q1 | $436K | Buy |
11,180
+130
| +1% | +$5.07K | ﹤0.01% | 609 |
|
|
2020
Q4 | $539K | Buy |
11,050
+250
| +2% | +$12.2K | ﹤0.01% | 595 |
|
|
2020
Q3 | $229K | Buy |
+10,800
| New | +$229K | ﹤0.01% | 624 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$24K | – | 881 |
|
|
2019
Q4 | $24K | Buy |
+6,000
| New | +$24K | ﹤0.01% | 970 |
|