First Heartland Consultants’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Sell |
15,543
-875
| -5% | -$3K | ﹤0.01% | 500 |
|
|
2025
Q1 | $62.6K | Hold |
16,418
| – | – | 0.01% | 437 |
|
|
2024
Q4 | $71.6K | Sell |
16,418
-440
| -3% | -$1.92K | 0.01% | 442 |
|
|
2024
Q3 | $113K | Sell |
16,858
-140
| -0.8% | -$938 | 0.01% | 448 |
|
|
2024
Q2 | $71 | Sell |
16,998
-135
| -0.8% | -$1 | 0.01% | 441 |
|
|
2024
Q1 | $77K | Buy |
17,133
+1,000
| +6% | +$4.49K | 0.01% | 419 |
|
|
2023
Q4 | $146K | Buy |
16,133
+135
| +0.8% | +$1.22K | 0.02% | 352 |
|
|
2023
Q3 | $145K | Buy |
15,998
+98
| +0.6% | +$888 | 0.02% | 372 |
|
|
2023
Q2 | $154K | Buy |
15,900
+500
| +3% | +$4.85K | 0.02% | 367 |
|
|
2023
Q1 | $162K | Sell |
15,400
-347
| -2% | -$3.65K | 0.02% | 349 |
|
|
2022
Q4 | $154K | Buy |
15,747
+972
| +7% | +$9.48K | 0.02% | 361 |
|
|
2022
Q3 | $233 | Sell |
14,775
-27
| -0.2% | – | 0.02% | 306 |
|
|
2022
Q2 | $321K | Sell |
14,802
-920
| -6% | -$20K | 0.05% | 252 |
|
|
2022
Q1 | $330K | Buy |
+15,722
| New | +$330K | 0.05% | 240 |
|
|
2021
Q3 | – | Sell |
-9,996
| Closed | -$532K | – | 406 |
|
|
2021
Q2 | $532K | Buy |
9,996
+113
| +1% | +$6.01K | 0.08% | 206 |
|
|
2021
Q1 | $385K | Buy |
9,883
+566
| +6% | +$22K | 0.06% | 246 |
|
|
2020
Q4 | $454K | Buy |
+9,317
| New | +$454K | 0.08% | 178 |
|