Focused Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-559
| Closed | -$5.07K | – | 637 |
|
|
2023
Q4 | $5.07K | Sell |
559
-151
| -21% | -$1.37K | ﹤0.01% | 634 |
|
|
2023
Q3 | $6.42K | Sell |
710
-750
| -51% | -$6.78K | ﹤0.01% | 588 |
|
|
2023
Q2 | $14.1K | Hold |
1,460
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $15.3K | Sell |
1,460
-33
| -2% | -$347 | ﹤0.01% | 472 |
|
|
2022
Q4 | $14.6K | Buy |
1,493
+272
| +22% | +$2.65K | ﹤0.01% | 463 |
|
|
2022
Q3 | $19K | Buy |
1,221
+11
| +0.9% | +$171 | ﹤0.01% | 403 |
|
|
2022
Q2 | $26K | Sell |
1,210
-100
| -8% | -$2.15K | ﹤0.01% | 355 |
|
|
2022
Q1 | $28K | Hold |
1,310
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $42K | Hold |
1,310
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $47K | Sell |
1,310
-211
| -14% | -$7.57K | 0.01% | 382 |
|
|
2021
Q2 | $81K | Sell |
1,521
-3
| -0.2% | -$160 | 0.01% | 323 |
|
|
2021
Q1 | $59K | Buy |
1,524
+259
| +20% | +$10K | 0.01% | 343 |
|
|
2020
Q4 | $62K | Buy |
1,265
+204
| +19% | +$10K | 0.01% | 327 |
|
|
2020
Q3 | $23K | Sell |
1,061
-3,950
| -79% | -$85.6K | 0.01% | 391 |
|
|
2020
Q2 | $39K | Buy |
5,011
+4,459
| +808% | +$34.7K | 0.01% | 331 |
|
|
2020
Q1 | $2K | Buy |
552
+11
| +2% | +$40 | ﹤0.01% | 587 |
|
|
2019
Q4 | $2K | Buy |
541
+117
| +28% | +$433 | ﹤0.01% | 617 |
|
|
2019
Q3 | $1K | Buy |
424
+83
| +24% | +$196 | ﹤0.01% | 643 |
|
|
2019
Q2 | $1K | Buy |
341
+237
| +228% | +$695 | ﹤0.01% | 670 |
|
|
2019
Q1 | $1K | Buy |
+104
| New | +$1K | ﹤0.01% | 631 |
|