J.W. Cole Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,353
| Closed | -$298K | – | 869 |
|
|
2021
Q3 | $298K | Sell |
8,353
-3,251
| -28% | -$116K | 0.02% | 358 |
|
|
2021
Q2 | $617K | Buy |
11,604
+1,988
| +21% | +$106K | 0.05% | 373 |
|
|
2021
Q1 | $375K | Buy |
9,616
+2,319
| +32% | +$90.4K | 0.04% | 459 |
|
|
2020
Q4 | $356K | Buy |
+7,297
| New | +$356K | 0.04% | 427 |
|