JWM
Janiczek Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36
| Closed | -$425 | – | 1054 |
|
|
2022
Q4 | $425 | Buy |
+36
| New | +$425 | ﹤0.01% | 924 |
|
|
2022
Q1 | – | Sell |
-122
| Closed | -$4K | – | 1040 |
|
|
2021
Q4 | $4K | Sell |
122
-33
| -21% | -$1.08K | ﹤0.01% | 748 |
|
|
2021
Q3 | $6K | Buy |
155
+19
| +14% | +$735 | ﹤0.01% | 669 |
|
|
2021
Q2 | $7K | Buy |
+136
| New | +$7K | ﹤0.01% | 615 |
|
|
2021
Q1 | – | Sell |
-38
| Closed | -$2K | – | 880 |
|
|
2020
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 678 |
|