Glassman Wealth Services’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 |
-1,046
| Closed | -$9.49K | – | 1237 |
|
|
2023
Q4 | $9.49K | Buy |
1,046
+517
| +98% | +$4.69K | ﹤0.01% | 903 |
|
|
2023
Q3 | $4.78K | Buy |
529
+123
| +30% | +$1.11K | ﹤0.01% | 1084 |
|
|
2023
Q2 | $3.93K | Buy |
406
+206
| +103% | +$2K | ﹤0.01% | 1058 |
|
|
2023
Q1 | $2.1K | Sell |
200
-67
| -25% | -$704 | ﹤0.01% | 1228 |
|
|
2022
Q4 | $2.6K | Sell |
267
-287
| -52% | -$2.8K | ﹤0.01% | 1194 |
|
|
2022
Q3 | $9K | Buy |
554
+122
| +28% | +$1.98K | ﹤0.01% | 831 |
|
|
2022
Q2 | $9K | Buy |
432
+23
| +6% | +$479 | ﹤0.01% | 847 |
|
|
2022
Q1 | $9K | Buy |
409
+72
| +21% | +$1.58K | ﹤0.01% | 865 |
|
|
2021
Q4 | $11K | Sell |
337
-145
| -30% | -$4.73K | ﹤0.01% | 767 |
|
|
2021
Q3 | $17K | Sell |
482
-200
| -29% | -$7.05K | ﹤0.01% | 631 |
|
|
2021
Q2 | $36K | Buy |
682
+60
| +10% | +$3.17K | 0.01% | 420 |
|
|
2021
Q1 | $24K | Buy |
622
+471
| +312% | +$18.2K | 0.01% | 480 |
|
|
2020
Q4 | $7K | Buy |
151
+41
| +37% | +$1.9K | ﹤0.01% | 809 |
|
|
2020
Q3 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 1020 |
|