Envestnet Asset Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,030
| Closed | -$38.2K | – | 4520 |
|
|
2025
Q1 | $38.2K | Buy |
+10,030
| New | +$38.2K | ﹤0.01% | 4308 |
|
|
2024
Q3 | – | Sell |
-14,670
| Closed | -$61K | – | 4281 |
|
|
2024
Q2 | $61K | Buy |
14,670
+2,737
| +23% | +$11.4K | ﹤0.01% | 4093 |
|
|
2024
Q1 | $53.7K | Sell |
11,933
-4,375
| -27% | -$19.7K | ﹤0.01% | 4103 |
|
|
2023
Q4 | $148K | Sell |
16,308
-743
| -4% | -$6.74K | ﹤0.01% | 3888 |
|
|
2023
Q3 | $154K | Sell |
17,051
-9,165
| -35% | -$82.9K | ﹤0.01% | 3794 |
|
|
2023
Q2 | $254K | Sell |
26,216
-859
| -3% | -$8.32K | ﹤0.01% | 3569 |
|
|
2023
Q1 | $285K | Buy |
27,075
+1,636
| +6% | +$17.2K | ﹤0.01% | 3470 |
|
|
2022
Q4 | $248K | Sell |
25,439
-9,042
| -26% | -$88.2K | ﹤0.01% | 3556 |
|
|
2022
Q3 | $544K | Sell |
34,481
-14,389
| -29% | -$227K | ﹤0.01% | 2970 |
|
|
2022
Q2 | $1.06M | Sell |
48,870
-3,081
| -6% | -$66.9K | ﹤0.01% | 2543 |
|
|
2022
Q1 | $1.09M | Buy |
51,951
+1,095
| +2% | +$23.1K | ﹤0.01% | 2602 |
|
|
2021
Q4 | $1.61M | Buy |
50,856
+22,418
| +79% | +$710K | ﹤0.01% | 2318 |
|
|
2021
Q3 | $1.01M | Buy |
28,438
+8,345
| +42% | +$297K | ﹤0.01% | 2535 |
|
|
2021
Q2 | $1.07M | Buy |
20,093
+8,076
| +67% | +$430K | ﹤0.01% | 2479 |
|
|
2021
Q1 | $468K | Buy |
12,017
+2,301
| +24% | +$89.6K | ﹤0.01% | 2881 |
|
|
2020
Q4 | $474K | Sell |
9,716
-16,086
| -62% | -$785K | ﹤0.01% | 2684 |
|
|
2020
Q3 | $548K | Buy |
25,802
+4,438
| +21% | +$94.3K | ﹤0.01% | 2407 |
|
|
2020
Q2 | $165K | Buy |
21,364
+2,759
| +15% | +$21.3K | ﹤0.01% | 2913 |
|
|
2020
Q1 | $52K | Buy |
+18,605
| New | +$52K | ﹤0.01% | 2897 |
|