Heritage Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833 | Hold |
243
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $926 | Hold |
243
| – | – | ﹤0.01% | 537 |
|
|
2024
Q4 | $1.06K | Hold |
243
| – | – | ﹤0.01% | 572 |
|
|
2024
Q3 | $1.62K | Hold |
243
| – | – | ﹤0.01% | 554 |
|
|
2024
Q2 | $1.01K | Hold |
243
| – | – | ﹤0.01% | 487 |
|
|
2024
Q1 | $1.09K | Hold |
243
| – | – | ﹤0.01% | 506 |
|
|
2023
Q4 | $2.2K | Hold |
243
| – | – | ﹤0.01% | 501 |
|
|
2023
Q3 | $2.2K | Hold |
243
| – | – | ﹤0.01% | 462 |
|
|
2023
Q2 | $2.36K | Hold |
243
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $2.55K | Hold |
243
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $2.37K | Hold |
243
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $3.83K | Hold |
243
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $5K | Buy |
243
+79
| +48% | +$1.63K | ﹤0.01% | 492 |
|
|
2022
Q1 | $3K | Hold |
164
| – | – | ﹤0.01% | 489 |
|
|
2021
Q4 | $5K | Buy |
164
+29
| +21% | +$884 | ﹤0.01% | 484 |
|
|
2021
Q3 | $4.81K | Buy |
135
+110
| +440% | +$3.92K | ﹤0.01% | 476 |
|
|
2021
Q2 | $1.33K | Hold |
25
| – | – | ﹤0.01% | 524 |
|
|
2021
Q1 | $975 | Buy |
+25
| New | +$975 | ﹤0.01% | 535 |
|