Financial Synergies Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27
| Closed | -$122 | – | 316 |
|
|
2024
Q1 | $122 | Hold |
27
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $264 | Hold |
27
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $245 | Hold |
27
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $262 | Hold |
27
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $284 | Hold |
27
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $264 | Buy |
27
+7
| +35% | +$68 | ﹤0.01% | 431 |
|
|
2022
Q3 | $316 | Sell |
20
-5,090
| -100% | -$80.4K | ﹤0.01% | 417 |
|
|
2022
Q2 | $111K | Buy |
+5,110
| New | +$111K | 0.02% | 81 |
|