EverSource Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53K | Buy |
2,487
+1,197
| +93% | +$4.11K | ﹤0.01% | 2898 |
|
|
2025
Q1 | $4.92K | Buy |
1,290
+456
| +55% | +$1.74K | ﹤0.01% | 2502 |
|
|
2024
Q4 | $3.64K | Sell |
834
-227
| -21% | -$990 | ﹤0.01% | 2480 |
|
|
2024
Q3 | $7.09K | Sell |
1,061
-511
| -33% | -$3.41K | ﹤0.01% | 2060 |
|
|
2024
Q2 | $6.98K | Buy |
1,572
+104
| +7% | +$462 | ﹤0.01% | 2062 |
|
|
2024
Q1 | $6.93K | Buy |
1,468
+712
| +94% | +$3.36K | ﹤0.01% | 1880 |
|
|
2023
Q4 | $6.86K | Buy |
756
+73
| +11% | +$662 | ﹤0.01% | 1730 |
|
|
2023
Q3 | $6.17K | Buy |
683
+178
| +35% | +$1.61K | ﹤0.01% | 1621 |
|
|
2023
Q2 | $4.89K | Sell |
505
-85
| -14% | -$824 | ﹤0.01% | 1741 |
|
|
2023
Q1 | $6.2K | Buy |
590
+97
| +20% | +$1.02K | ﹤0.01% | 1560 |
|
|
2022
Q4 | $4.81K | Sell |
493
-242
| -33% | -$2.36K | ﹤0.01% | 1622 |
|
|
2022
Q3 | $11K | Buy |
735
+73
| +11% | +$1.09K | ﹤0.01% | 1106 |
|
|
2022
Q2 | $14K | Hold |
662
| – | – | ﹤0.01% | 937 |
|
|
2022
Q1 | $14K | Buy |
+662
| New | +$14K | ﹤0.01% | 847 |
|