HAG
HighPoint Advisor Group’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,248
| Closed | -$50K | – | 659 |
|
|
2023
Q4 | $50K | Buy |
+10,248
| New | +$50K | ﹤0.01% | 625 |
|
|
2022
Q2 | $559K | Buy |
+26,860
| New | +$559K | 0.06% | 265 |
|
|
2021
Q3 | $1.1M | Buy |
30,942
+3,878
| +14% | +$138K | 0.11% | 150 |
|
|
2021
Q2 | $1.44M | Sell |
27,064
-20,848
| -44% | -$1.11M | 0.15% | 122 |
|
|
2021
Q1 | $1.83M | Sell |
47,912
-7,656
| -14% | -$292K | 0.21% | 95 |
|
|
2020
Q4 | $3.49M | Buy |
55,568
+10,566
| +23% | +$664K | 0.43% | 50 |
|
|
2020
Q3 | $1.91M | Buy |
+45,002
| New | +$1.91M | 0.34% | 64 |
|