GWMIA
Global Wealth Management Investment Advisory’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,760
| Closed | -$79.5K | – | 330 |
|
|
2023
Q4 | $79.5K | Sell |
8,760
-715
| -8% | -$6.49K | 0.02% | 160 |
|
|
2023
Q3 | $85.7K | Sell |
9,475
-300
| -3% | -$2.71K | 0.02% | 163 |
|
|
2023
Q2 | $94.7K | Sell |
9,775
-1,204
| -11% | -$11.7K | 0.03% | 160 |
|
|
2023
Q1 | $115K | Sell |
10,979
-1,871
| -15% | -$19.7K | 0.03% | 132 |
|
|
2022
Q4 | $125K | Sell |
12,850
-1,725
| -12% | -$16.8K | 0.04% | 130 |
|
|
2022
Q3 | $230K | Sell |
14,575
-425
| -3% | -$6.71K | 0.08% | 127 |
|
|
2022
Q2 | $326K | Sell |
15,000
-670
| -4% | -$14.6K | 0.11% | 119 |
|
|
2022
Q1 | $330K | Sell |
15,670
-195
| -1% | -$4.11K | 0.1% | 121 |
|
|
2021
Q4 | $503K | Buy |
15,865
+235
| +2% | +$7.45K | 0.15% | 102 |
|
|
2021
Q3 | $557K | Buy |
15,630
+1,806
| +13% | +$64.4K | 0.18% | 97 |
|
|
2021
Q2 | $735K | Buy |
13,824
+5,496
| +66% | +$292K | 0.24% | 85 |
|
|
2021
Q1 | $325K | Buy |
8,328
+1,000
| +14% | +$39K | 0.12% | 105 |
|
|
2020
Q4 | $357K | Buy |
7,328
+888
| +14% | +$43.3K | 0.14% | 100 |
|
|
2020
Q3 | $137K | Sell |
6,440
-9,935
| -61% | -$211K | 0.06% | 116 |
|
|
2020
Q2 | $126K | Buy |
16,375
+3,025
| +23% | +$23.3K | 0.05% | 135 |
|
|
2020
Q1 | $37K | Buy |
13,350
+1,850
| +16% | +$5.13K | 0.02% | 188 |
|
|
2019
Q4 | $46K | Buy |
11,500
+500
| +5% | +$2K | 0.02% | 186 |
|
|
2019
Q3 | $17K | Hold |
11,000
| – | – | 0.01% | 268 |
|
|
2019
Q2 | $28K | Hold |
11,000
| – | – | 0.01% | 231 |
|
|
2019
Q1 | $56K | Hold |
11,000
| – | – | 0.03% | 195 |
|
|
2018
Q4 | $70K | Buy |
+11,000
| New | +$70K | 0.04% | 200 |
|