Institutional & Family Asset Management’s NIO NIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$62	Hold	15	–	–	﹤0.01%	741
2024 Q1	$68	Hold	15	–	–	﹤0.01%	728
2023 Q4	$136	Hold	15	–	–	﹤0.01%	700
2023 Q3	$136	Hold	15	–	–	﹤0.01%	703
2023 Q2	$145	Hold	15	–	–	﹤0.01%	741
2023 Q1	$158	Hold	15	–	–	﹤0.01%	717
2022 Q4	$146	Hold	15	–	–	﹤0.01%	704
2022 Q3	$0	Hold	15	–	–	﹤0.01%	749
2022 Q2	$0	Hold	15	–	–	﹤0.01%	769
2022 Q1	$0	Hold	15	–	–	﹤0.01%	816
2021 Q4	$0	Hold	15	–	–	﹤0.01%	881
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	853
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	902
2021 Q1	$1K	Buy	+15	New	+$765	﹤0.01%	880
2019 Q2	–	Sell	-155	Closed	-$1K	–	865
2019 Q1	$1K	Sell	155 -145	-48%	-$1.03K	﹤0.01%	800
2018 Q4	$2K	Hold	300	–	–	﹤0.01%	700
2018 Q3	$2K	Buy	+300	New	+$2.47K	﹤0.01%	747