Edge Wealth Management’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 |
-12,000
| Closed | -$54K | – | 80 |
|
2024
Q1 | $54K | Buy |
+12,000
| New | +$54K | 0.01% | 79 |
|
2022
Q1 | – | Sell |
-10
| Closed | -$1K | – | 326 |
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 476 |
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 494 |
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 409 |
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 407 |
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 352 |
|
2020
Q1 | – | Sell |
-50
| Closed | -$1K | – | 654 |
|
2019
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 556 |
|
2019
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
2019
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
2019
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 578 |
|