Founders Financial Securities’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 |
-18,000
| Closed | -$81K | – | 434 |
|
|
2024
Q1 | $81K | Sell |
18,000
-2,500
| -12% | -$11.3K | 0.01% | 375 |
|
|
2023
Q4 | $186K | Buy |
20,500
+1,500
| +8% | +$13.6K | 0.02% | 351 |
|
|
2023
Q3 | $172K | Hold |
19,000
| – | – | 0.02% | 312 |
|
|
2023
Q2 | $184K | Sell |
19,000
-1,500
| -7% | -$14.5K | 0.02% | 305 |
|
|
2023
Q1 | $215K | Buy |
20,500
+1,000
| +5% | +$10.5K | 0.03% | 293 |
|
|
2022
Q4 | $190K | Buy |
19,500
+3,750
| +24% | +$36.6K | 0.03% | 308 |
|
|
2022
Q3 | $248K | Hold |
15,750
| – | – | 0.04% | 258 |
|
|
2022
Q2 | $342K | Buy |
+15,750
| New | +$342K | 0.07% | 187 |
|
|
2022
Q1 | – | Sell |
-16,820
| Closed | -$533K | – | 272 |
|
|
2021
Q4 | $533K | Buy |
16,820
+475
| +3% | +$15.1K | 0.1% | 161 |
|
|
2021
Q3 | $582K | Buy |
16,345
+555
| +4% | +$19.8K | 0.12% | 150 |
|
|
2021
Q2 | $840K | Buy |
+15,790
| New | +$840K | 0.17% | 126 |
|
|
2020
Q3 | – | Sell |
-15,400
| Closed | -$183K | – | 193 |
|
|
2020
Q2 | $183K | Buy |
+15,400
| New | +$183K | 0.06% | 161 |
|