IWA
Intercontinental Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,458
| Closed | -$268K | – | 290 |
|
|
2021
Q4 | $268K | Sell |
8,458
-365
| -4% | -$11.6K | 0.06% | 257 |
|
|
2021
Q3 | $314K | Sell |
8,823
-895
| -9% | -$31.9K | 0.07% | 223 |
|
|
2021
Q2 | $517K | Sell |
9,718
-2,723
| -22% | -$145K | 0.1% | 176 |
|
|
2021
Q1 | $485K | Buy |
12,441
+5,323
| +75% | +$208K | 0.11% | 160 |
|
|
2020
Q4 | $347K | Buy |
+7,118
| New | +$347K | 0.08% | 185 |
|