HBK Sorce Advisory’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,966
| Closed | -$117K | – | 760 |
|
|
2022
Q4 | $117K | Buy |
+11,966
| New | +$117K | ﹤0.01% | 684 |
|
|
2021
Q3 | – | Sell |
-6,412
| Closed | -$341K | – | 606 |
|
|
2021
Q2 | $341K | Buy |
6,412
+27
| +0.4% | +$1.44K | 0.02% | 421 |
|
|
2021
Q1 | $249K | Buy |
6,385
+422
| +7% | +$16.5K | 0.01% | 452 |
|
|
2020
Q4 | $291K | Buy |
+5,963
| New | +$291K | 0.02% | 382 |
|