D.A. Davidson & Co’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,119
| Closed | -$226K | – | 1316 |
|
|
2021
Q4 | $226K | Sell |
7,119
-265
| -4% | -$8.41K | ﹤0.01% | 1152 |
|
|
2021
Q3 | $263K | Buy |
7,384
+1,670
| +29% | +$59.5K | ﹤0.01% | 1063 |
|
|
2021
Q2 | $304K | Buy |
+5,714
| New | +$304K | ﹤0.01% | 989 |
|
|
2021
Q1 | – | Sell |
-5,400
| Closed | -$263K | – | 1167 |
|
|
2020
Q4 | $263K | Buy |
+5,400
| New | +$263K | ﹤0.01% | 890 |
|