EWM
Evermay Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$5 | – | 599 |
|
|
2024
Q4 | $5 | Sell |
1
-609
| -100% | -$3.05K | ﹤0.01% | 572 |
|
|
2024
Q3 | $4.08K | Hold |
610
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $2.54K | Hold |
610
| – | – | ﹤0.01% | 531 |
|
|
2024
Q1 | $2.75K | Hold |
610
| – | – | ﹤0.01% | 524 |
|
|
2023
Q4 | $5.53K | Hold |
610
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $5.52K | Sell |
610
-9
| -1% | -$81 | ﹤0.01% | 465 |
|
|
2023
Q2 | $6K | Hold |
619
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $6.51K | Hold |
619
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $6.04K | Buy |
619
+10
| +2% | +$97 | ﹤0.01% | 447 |
|
|
2022
Q3 | $10K | Hold |
609
| – | – | ﹤0.01% | 397 |
|
|
2022
Q2 | $13K | Hold |
609
| – | – | ﹤0.01% | 375 |
|
|
2022
Q1 | $13K | Sell |
609
-225
| -27% | -$4.8K | ﹤0.01% | 395 |
|
|
2021
Q4 | $26K | Buy |
834
+5
| +0.6% | +$156 | ﹤0.01% | 336 |
|
|
2021
Q3 | $30K | Buy |
829
+659
| +388% | +$23.8K | 0.01% | 310 |
|
|
2021
Q2 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 411 |
|