Copperwynd Financial’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,550
| Closed | -$152K | – | 147 |
|
|
2022
Q4 | $152K | Sell |
15,550
-3,500
| -18% | -$34.1K | 0.09% | 125 |
|
|
2022
Q3 | $300K | Buy |
19,050
+400
| +2% | +$6.3K | 0.17% | 102 |
|
|
2022
Q2 | $405K | Hold |
18,650
| – | – | 0.24% | 94 |
|
|
2022
Q1 | $393K | Buy |
18,650
+44
| +0.2% | +$927 | 0.16% | 105 |
|
|
2021
Q4 | $589K | Buy |
18,606
+699
| +4% | +$22.1K | 0.22% | 86 |
|
|
2021
Q3 | $638K | Hold |
17,907
| – | – | 0.26% | 69 |
|
|
2021
Q2 | $953K | Buy |
17,907
+26
| +0.1% | +$1.38K | 0.4% | 37 |
|
|
2021
Q1 | $697K | Sell |
17,881
-100
| -0.6% | -$3.9K | 0.31% | 42 |
|
|
2020
Q4 | $876K | Buy |
17,981
+1,081
| +6% | +$52.7K | 0.42% | 36 |
|
|
2020
Q3 | $359K | Buy |
16,900
+4,900
| +41% | +$104K | 0.19% | 84 |
|
|
2020
Q2 | $93K | Buy |
+12,000
| New | +$93K | 0.05% | 110 |
|