Compass Advisory Group’s NIO NIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,000	Closed	-$67.5K	–	74
2024 Q1	$67.5K	Buy	+15,000	New	+$67.5K	0.03%	77
2023 Q4	–	Sell	-13,100	Closed	-$118K	–	72
2023 Q3	$118K	Buy	+13,100	New	+$118K	0.06%	68