Howe & Rusling’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-104
| Closed | -$2K | – | 780 |
|
|
2022
Q3 | $2K | Hold |
104
| – | – | ﹤0.01% | 893 |
|
|
2022
Q2 | $2K | Sell |
104
-50
| -32% | -$962 | ﹤0.01% | 880 |
|
|
2022
Q1 | $3K | Buy |
154
+7
| +5% | +$136 | ﹤0.01% | 791 |
|
|
2021
Q4 | $5K | Hold |
147
| – | – | ﹤0.01% | 679 |
|
|
2021
Q3 | $5K | Buy |
147
+2
| +1% | +$68 | ﹤0.01% | 658 |
|
|
2021
Q2 | $8K | Buy |
145
+50
| +53% | +$2.76K | ﹤0.01% | 522 |
|
|
2021
Q1 | $4K | Buy |
95
+15
| +19% | +$632 | ﹤0.01% | 679 |
|
|
2020
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 674 |
|