Halpern Financial’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$3.88K | – | 246 |
|
|
2023
Q2 | $3.88K | Hold |
400
| – | – | ﹤0.01% | 228 |
|
|
2023
Q1 | $4.2K | Hold |
400
| – | – | ﹤0.01% | 157 |
|
|
2022
Q4 | $3.9K | Sell |
400
-74
| -16% | -$722 | ﹤0.01% | 161 |
|
|
2022
Q3 | $7.48K | Hold |
474
| – | – | ﹤0.01% | 153 |
|
|
2022
Q2 | $10.3K | Hold |
474
| – | – | ﹤0.01% | 163 |
|
|
2022
Q1 | $9.98K | Hold |
474
| – | – | ﹤0.01% | 171 |
|
|
2021
Q4 | $15K | Buy |
474
+74
| +19% | +$2.34K | 0.01% | 159 |
|
|
2021
Q3 | $14.3K | Hold |
400
| – | – | 0.01% | 150 |
|
|
2021
Q2 | $21.3K | Hold |
400
| – | – | 0.01% | 96 |
|
|
2021
Q1 | $15.6K | Hold |
400
| – | – | 0.01% | 112 |
|
|
2020
Q4 | $19.5K | Buy |
+400
| New | +$19.5K | 0.01% | 84 |
|