Equitable Trust’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,760
| Closed | -$205K | – | 385 |
|
|
2021
Q3 | $205K | Sell |
5,760
-438
| -7% | -$15.6K | 0.01% | 349 |
|
|
2021
Q2 | $330K | Hold |
6,198
| – | – | 0.02% | 302 |
|
|
2021
Q1 | $242K | Buy |
6,198
+438
| +8% | +$17.1K | 0.02% | 321 |
|
|
2020
Q4 | $281K | Buy |
+5,760
| New | +$281K | 0.02% | 302 |
|