Glass Jacobson Investment Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46K | Buy |
1,300
+300
| +30% | +$1.03K | ﹤0.01% | 477 |
|
|
2025
Q1 | $4.36K | Hold |
1,000
| – | – | ﹤0.01% | 680 |
|
|
2024
Q4 | $4.36K | Buy |
1,000
+200
| +25% | +$872 | ﹤0.01% | 680 |
|
|
2024
Q3 | $5.34K | Hold |
800
| – | – | ﹤0.01% | 627 |
|
|
2024
Q2 | $3.33K | Buy |
800
+300
| +60% | +$1.25K | ﹤0.01% | 644 |
|
|
2024
Q1 | $2.25K | Hold |
500
| – | – | ﹤0.01% | 673 |
|
|
2023
Q4 | $4.54K | Hold |
500
| – | – | ﹤0.01% | 599 |
|
|
2023
Q3 | $4.52K | Hold |
500
| – | – | ﹤0.01% | 576 |
|
|
2023
Q2 | $4.85K | Buy |
+500
| New | +$4.85K | ﹤0.01% | 584 |
|
|
2022
Q4 | $4.88K | Buy |
+500
| New | +$4.88K | ﹤0.01% | 593 |
|