Claraphi Advisory Network’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,200
| Closed | -$489K | – | 341 |
|
|
2021
Q2 | $489K | Sell |
9,200
-975
| -10% | -$51.8K | 0.15% | 159 |
|
|
2021
Q1 | $397K | Buy |
10,175
+3,910
| +62% | +$153K | 0.11% | 189 |
|
|
2020
Q4 | $305K | Buy |
+6,265
| New | +$305K | 0.08% | 207 |
|
|
2020
Q3 | – | Sell |
-14,550
| Closed | -$112K | – | 288 |
|
|
2020
Q2 | $112K | Buy |
14,550
+12,500
| +610% | +$96.2K | 0.05% | 265 |
|
|
2020
Q1 | $6K | Buy |
+2,050
| New | +$6K | ﹤0.01% | 861 |
|
|
2019
Q3 | – | Sell |
-23,505
| Closed | -$60K | – | 422 |
|
|
2019
Q2 | $60K | Buy |
23,505
+7,459
| +46% | +$19K | 0.04% | 238 |
|
|
2019
Q1 | $82K | Buy |
16,046
+2,076
| +15% | +$10.6K | 0.05% | 229 |
|
|
2018
Q4 | $89K | Buy |
13,970
+3,220
| +30% | +$20.5K | 0.07% | 202 |
|
|
2018
Q3 | $75K | Buy |
+10,750
| New | +$75K | 0.04% | 257 |
|