JFS Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97K | Sell |
575
-495
| -46% | -$1.7K | ﹤0.01% | 1394 |
|
|
2025
Q1 | $4.08K | Sell |
1,070
-64
| -6% | -$244 | ﹤0.01% | 1206 |
|
|
2024
Q4 | $4.95K | Buy |
1,134
+39
| +4% | +$170 | ﹤0.01% | 1129 |
|
|
2024
Q3 | $7.32K | Buy |
1,095
+526
| +92% | +$3.51K | ﹤0.01% | 968 |
|
|
2024
Q2 | $2.37K | Sell |
569
-155
| -21% | -$645 | ﹤0.01% | 1373 |
|
|
2024
Q1 | $3.26K | Buy |
724
+87
| +14% | +$392 | ﹤0.01% | 1264 |
|
|
2023
Q4 | $5.78K | Sell |
637
-11
| -2% | -$100 | ﹤0.01% | 996 |
|
|
2023
Q3 | $5.86K | Buy |
648
+41
| +7% | +$371 | ﹤0.01% | 925 |
|
|
2023
Q2 | $5.88K | Sell |
607
-40
| -6% | -$388 | ﹤0.01% | 923 |
|
|
2023
Q1 | $6.8K | Buy |
647
+76
| +13% | +$799 | ﹤0.01% | 876 |
|
|
2022
Q4 | $5.57K | Sell |
571
-179
| -24% | -$1.75K | ﹤0.01% | 953 |
|
|
2022
Q3 | $12K | Buy |
750
+166
| +28% | +$2.66K | ﹤0.01% | 684 |
|
|
2022
Q2 | $13K | Buy |
584
+84
| +17% | +$1.87K | ﹤0.01% | 700 |
|
|
2022
Q1 | $11K | Sell |
500
-42
| -8% | -$924 | ﹤0.01% | 767 |
|
|
2021
Q4 | $17K | Buy |
542
+42
| +8% | +$1.32K | ﹤0.01% | 605 |
|
|
2021
Q3 | $18K | Sell |
500
-200
| -29% | -$7.2K | ﹤0.01% | 559 |
|
|
2021
Q2 | $37K | Hold |
700
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $27K | Buy |
700
+200
| +40% | +$7.71K | 0.01% | 312 |
|
|
2020
Q4 | $24K | Hold |
500
| – | – | 0.01% | 316 |
|
|
2020
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 445 |
|