J.P. Morgan Private Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,489
| Closed | -$102K | – | 1761 |
|
|
2023
Q2 | $102K | Sell |
10,489
-7,768
| -43% | -$75.3K | ﹤0.01% | 1440 |
|
|
2023
Q1 | $192K | Sell |
18,257
-176
| -1% | -$1.85K | ﹤0.01% | 1845 |
|
|
2022
Q4 | $180K | Sell |
18,433
-10,156
| -36% | -$99K | ﹤0.01% | 1838 |
|
|
2022
Q3 | $451K | Sell |
28,589
-9,233
| -24% | -$146K | ﹤0.01% | 1505 |
|
|
2022
Q2 | $821K | Buy |
37,822
+5,808
| +18% | +$126K | ﹤0.01% | 1234 |
|
|
2022
Q1 | $674K | Buy |
32,014
+3,971
| +14% | +$83.6K | ﹤0.01% | 1395 |
|
|
2021
Q4 | $888K | Buy |
28,043
+5,161
| +23% | +$163K | ﹤0.01% | 1308 |
|
|
2021
Q3 | $815K | Buy |
22,882
+8,620
| +60% | +$307K | ﹤0.01% | 1302 |
|
|
2021
Q2 | $759K | Buy |
14,262
+6,567
| +85% | +$349K | ﹤0.01% | 1324 |
|
|
2021
Q1 | $300K | Buy |
+7,695
| New | +$300K | ﹤0.01% | 1532 |
|