Financial Perspectives’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75 | Sell |
22
-5
| -19% | -$17 | ﹤0.01% | 708 |
|
|
2025
Q1 | $110 | Sell |
27
-2
| -7% | -$8 | ﹤0.01% | 705 |
|
|
2024
Q4 | $126 | Hold |
29
| – | – | ﹤0.01% | 705 |
|
|
2024
Q3 | $194 | Hold |
29
| – | – | ﹤0.01% | 657 |
|
|
2024
Q2 | $121 | Sell |
29
-1
| -3% | -$4 | ﹤0.01% | 664 |
|
|
2024
Q1 | $135 | Sell |
30
-1,175
| -98% | -$5.29K | ﹤0.01% | 651 |
|
|
2023
Q4 | $10.9K | Hold |
1,205
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $10.9K | Hold |
1,205
| – | – | 0.01% | 439 |
|
|
2023
Q2 | $11.7K | Hold |
1,205
| – | – | 0.01% | 434 |
|
|
2023
Q1 | $12.7K | Hold |
1,205
| – | – | 0.01% | 421 |
|
|
2022
Q4 | $11.7K | Sell |
1,205
-698
| -37% | -$6.81K | 0.01% | 422 |
|
|
2022
Q3 | $30K | Hold |
1,903
| – | – | 0.02% | 293 |
|
|
2022
Q2 | $41.3K | Hold |
1,903
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $40.1K | Buy |
1,903
+427
| +29% | +$8.99K | 0.02% | 279 |
|
|
2021
Q4 | $46.8K | Sell |
1,476
-2,921
| -66% | -$92.5K | 0.02% | 254 |
|
|
2021
Q3 | $157K | Sell |
4,397
-1,801
| -29% | -$64.2K | 0.08% | 135 |
|
|
2021
Q2 | $330K | Sell |
6,198
-235,400
| -97% | -$12.5M | 0.16% | 93 |
|
|
2021
Q1 | $6.2M | Buy |
241,598
+237,106
| +5,278% | +$6.08M | 0.31% | 59 |
|
|
2020
Q4 | $219K | Buy |
4,492
+3,742
| +499% | +$182K | 0.12% | 111 |
|
|
2020
Q3 | $15.9K | Buy |
750
+250
| +50% | +$5.31K | 0.01% | 317 |
|
|
2020
Q2 | $3.86K | Hold |
500
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $1.39K | Hold |
500
| – | – | ﹤0.01% | 473 |
|
|
2019
Q4 | $2.01K | Buy |
+500
| New | +$2.01K | ﹤0.01% | 454 |
|