Clearstead Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79 | Hold |
23
| – | – | ﹤0.01% | 2637 |
|
|
2025
Q1 | $88 | Hold |
23
| – | – | ﹤0.01% | 2141 |
|
|
2024
Q4 | $101 | Sell |
23
-500
| -96% | -$2.2K | ﹤0.01% | 2044 |
|
|
2024
Q3 | $3.49K | Hold |
523
| – | – | ﹤0.01% | 1763 |
|
|
2024
Q2 | $2.18K | Hold |
523
| – | – | ﹤0.01% | 1803 |
|
|
2024
Q1 | $2.83K | Buy |
+523
| New | +$2.83K | ﹤0.01% | 1265 |
|
|
2022
Q3 | – | Sell |
-1,311
| Closed | -$28K | – | 1321 |
|
|
2022
Q2 | $28K | Sell |
1,311
-200
| -13% | -$4.27K | ﹤0.01% | 729 |
|
|
2022
Q1 | $32K | Buy |
1,511
+1,281
| +557% | +$27.1K | ﹤0.01% | 765 |
|
|
2021
Q4 | $7K | Hold |
230
| – | – | ﹤0.01% | 957 |
|
|
2021
Q3 | $8K | Buy |
230
+30
| +15% | +$1.04K | ﹤0.01% | 972 |
|
|
2021
Q2 | $11K | Sell |
200
-1,050
| -84% | -$57.8K | ﹤0.01% | 787 |
|
|
2021
Q1 | $49K | Buy |
+1,250
| New | +$49K | ﹤0.01% | 547 |
|