Integrated Wealth Concepts’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8K | Buy |
26,774
+1,782
| +7% | +$6.11K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $95.2K | Sell |
24,992
-19,337
| -44% | -$73.7K | ﹤0.01% | 1678 |
|
|
2024
Q4 | $193K | Sell |
44,329
-5,877
| -12% | -$25.6K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $335K | Buy |
50,206
+1,290
| +3% | +$8.62K | ﹤0.01% | 1266 |
|
|
2024
Q2 | $203K | Sell |
48,916
-220
| -0.4% | -$915 | ﹤0.01% | 1521 |
|
|
2024
Q1 | $221K | Sell |
49,136
-1,191
| -2% | -$5.36K | ﹤0.01% | 1478 |
|
|
2023
Q4 | $456K | Sell |
50,327
-578
| -1% | -$5.24K | 0.01% | 1038 |
|
|
2023
Q3 | $460K | Sell |
50,905
-881
| -2% | -$7.96K | 0.01% | 1014 |
|
|
2023
Q2 | $502K | Buy |
51,786
+13,655
| +36% | +$132K | 0.01% | 981 |
|
|
2023
Q1 | $401K | Buy |
38,131
+3,143
| +9% | +$33.1K | 0.01% | 932 |
|
|
2022
Q4 | $341K | Sell |
34,988
-531
| -1% | -$5.18K | 0.01% | 776 |
|
|
2022
Q3 | $560K | Buy |
35,519
+2,312
| +7% | +$36.5K | 0.02% | 555 |
|
|
2022
Q2 | $721K | Buy |
33,207
+3,050
| +10% | +$66.2K | 0.02% | 498 |
|
|
2022
Q1 | $635K | Buy |
30,157
+1,400
| +5% | +$29.5K | 0.02% | 518 |
|
|
2021
Q4 | $911K | Buy |
28,757
+1,615
| +6% | +$51.2K | 0.03% | 454 |
|
|
2021
Q3 | $967K | Sell |
27,142
-245
| -0.9% | -$8.73K | 0.03% | 390 |
|
|
2021
Q2 | $1.46M | Buy |
27,387
+537
| +2% | +$28.6K | 0.05% | 274 |
|
|
2021
Q1 | $1.05M | Buy |
26,850
+9,106
| +51% | +$355K | 0.04% | 286 |
|
|
2020
Q4 | $865K | Sell |
17,744
-1,707
| -9% | -$83.2K | 0.04% | 279 |
|
|
2020
Q3 | $413K | Sell |
19,451
-6,875
| -26% | -$146K | 0.03% | 391 |
|
|
2020
Q2 | $203K | Buy |
26,326
+5,926
| +29% | +$45.7K | 0.01% | 484 |
|
|
2020
Q1 | $57K | Buy |
20,400
+9,300
| +84% | +$26K | 0.01% | 407 |
|
|
2019
Q4 | $45K | Sell |
11,100
-9,000
| -45% | -$36.5K | ﹤0.01% | 466 |
|
|
2019
Q3 | $31K | Hold |
20,100
| – | – | ﹤0.01% | 419 |
|
|
2019
Q2 | $58K | Buy |
+20,100
| New | +$58K | 0.01% | 384 |
|