HWA
HHM Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54K | Hold |
1,615
| – | – | ﹤0.01% | 681 |
|
|
2025
Q1 | $6.15K | Hold |
1,615
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $7.04K | Hold |
1,615
| – | – | ﹤0.01% | 639 |
|
|
2024
Q3 | $10.8K | Hold |
1,615
| – | – | ﹤0.01% | 547 |
|
|
2024
Q2 | $6.72K | Hold |
1,615
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $7.27K | Hold |
1,615
| – | – | ﹤0.01% | 577 |
|
|
2023
Q4 | $14.6K | Hold |
1,615
| – | – | ﹤0.01% | 450 |
|
|
2023
Q3 | $14.6K | Hold |
1,615
| – | – | ﹤0.01% | 452 |
|
|
2023
Q2 | $15.7K | Sell |
1,615
-3
| -0.2% | -$29 | ﹤0.01% | 450 |
|
|
2023
Q1 | $17K | Buy |
1,618
+3
| +0.2% | +$32 | ﹤0.01% | 439 |
|
|
2022
Q4 | $15.7K | Hold |
1,615
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $25K | Sell |
1,615
-8
| -0.5% | -$124 | 0.01% | 325 |
|
|
2022
Q2 | $35K | Sell |
1,623
-130
| -7% | -$2.8K | 0.01% | 328 |
|
|
2022
Q1 | $37K | Buy |
1,753
+1,025
| +141% | +$21.6K | 0.01% | 351 |
|
|
2021
Q4 | $23K | Sell |
728
-425
| -37% | -$13.4K | 0.01% | 410 |
|
|
2021
Q3 | $41K | Hold |
1,153
| – | – | 0.01% | 321 |
|
|
2021
Q2 | $61K | Buy |
1,153
+90
| +8% | +$4.76K | 0.02% | 271 |
|
|
2021
Q1 | $41K | Buy |
+1,063
| New | +$41K | 0.01% | 305 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$4K | – | 554 |
|
|
2020
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 442 |
|