CWP
Concord Wealth Partners’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10 | Hold |
3
| – | – | ﹤0.01% | 857 |
|
|
2025
Q1 | $11 | Hold |
3
| – | – | ﹤0.01% | 807 |
|
|
2024
Q4 | $13 | Hold |
3
| – | – | ﹤0.01% | 917 |
|
|
2024
Q3 | $20 | Hold |
3
| – | – | ﹤0.01% | 950 |
|
|
2024
Q2 | $12 | Hold |
3
| – | – | ﹤0.01% | 832 |
|
|
2024
Q1 | $14 | Sell |
3
-45
| -94% | -$210 | ﹤0.01% | 847 |
|
|
2023
Q4 | $435 | Sell |
48
-5
| -9% | -$45 | ﹤0.01% | 783 |
|
|
2023
Q3 | $479 | Sell |
53
-24
| -31% | -$217 | ﹤0.01% | 984 |
|
|
2023
Q2 | $746 | Hold |
77
| – | – | ﹤0.01% | 968 |
|
|
2023
Q1 | $809 | Hold |
77
| – | – | ﹤0.01% | 916 |
|
|
2022
Q4 | $751 | Buy |
+77
| New | +$751 | ﹤0.01% | 1122 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 774 |
|
|
2022
Q2 | $0 | Sell |
3
-282
| -99% | – | ﹤0.01% | 1327 |
|
|
2022
Q1 | $6K | Sell |
285
-170
| -37% | -$3.58K | ﹤0.01% | 875 |
|
|
2021
Q4 | $14K | Buy |
455
+355
| +355% | +$10.9K | ﹤0.01% | 717 |
|
|
2021
Q3 | $4K | Sell |
100
-388
| -80% | -$15.5K | ﹤0.01% | 637 |
|
|
2021
Q2 | $26K | Sell |
488
-519
| -52% | -$27.7K | 0.01% | 454 |
|
|
2021
Q1 | $39K | Buy |
1,007
+896
| +807% | +$34.7K | 0.01% | 373 |
|
|
2020
Q4 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 419 |
|