Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$461K Buy
102,538
+470
+0.5% +$2.83K 0.23% 142
2023
Q4
$925K Sell
102,068
-111,020
-52% -$881K 0.13% 262
2023
Q3
$1.93M Buy
213,088
+102,370
+92% +$1.14M 0.31% 120
2023
Q2
$1.07M Buy
110,718
+65,982
+147% +$558K 0.25% 158
2023
Q1
$470K Sell
44,736
-43,316
-49% -$443K 0.07% 366
2022
Q4
$858K Buy
88,052
+62,598
+246% +$721K 0.1% 296
2022
Q3
$401K Sell
25,454
-22,530
-47% -$446K 0.05% 629
2022
Q2
$1.04M Buy
47,984
+21,153
+79% +$388K 0.14% 311
2022
Q1
$564K Sell
26,831
-76,762
-74% -$1.81M 0.05% 636
2021
Q4
$3.28M Sell
103,593
-32,559
-24% -$1.2M 0.23% 153
2021
Q3
$4.85M Sell
136,152
-9,227
-6% -$379K 0.37% 88
2021
Q2
$7.73M Sell
145,379
-70,753
-33% -$2.83M 0.57% 43
2021
Q1
$8.42M Sell
216,132
-43,662
-17% -$2.23M 0.7% 36
2020
Q4
$12.7M Buy
259,794
+244,711
+1,622% +$9.47M 1.02% 25
2020
Q3
$320K Buy
15,083
+9,583
+174% +$148K 0.03% 701
2020
Q2
$42K Sell
5,500
-9,270
-63% -$40.7K ﹤0.01% 1863
2020
Q1
$41K Buy
14,770
+10,970
+289% +$40.8K ﹤0.01% 1849
2019
Q4
$15K Buy
+3,800
New +$7.64K ﹤0.01% 2401
2019
Q3
Sell
-34,100
Closed -$104K 4752
2019
Q2
$86K Buy
+34,100
New +$137K 0.01% 1183
2019
Q1
Sell
-3,900
Closed -$24K 4746
2018
Q4
$24K Buy
3,900
+1,419
+57% +$9.87K ﹤0.01% 1988
2018
Q3
$17K Buy
+2,481
New +$20.4K ﹤0.01% 2348

Other funds holding NIO