GPWA
Great Point Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$105K | – | 62 |
|
|
2023
Q1 | $105K | Sell |
10,000
-20
| -0.2% | -$210 | 0.03% | 60 |
|
|
2022
Q4 | $97.7K | Buy |
10,020
+20
| +0.2% | +$195 | 0.03% | 60 |
|
|
2022
Q3 | $158K | Hold |
10,000
| – | – | 0.06% | 63 |
|
|
2022
Q2 | $217K | Hold |
10,000
| – | – | 0.08% | 63 |
|
|
2022
Q1 | $211K | Buy |
+10,000
| New | +$211K | 0.07% | 57 |
|