JNBA Financial Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-83
| Closed | -$873 | – | 736 |
|
2023
Q1 | $873 | Hold |
83
| – | – | ﹤0.01% | 674 |
|
2022
Q4 | $809 | Sell |
83
-50
| -38% | -$487 | ﹤0.01% | 623 |
|
2022
Q3 | $2K | Buy |
133
+50
| +60% | +$752 | ﹤0.01% | 612 |
|
2022
Q2 | $2K | Hold |
83
| – | – | ﹤0.01% | 655 |
|
2022
Q1 | $2K | Hold |
83
| – | – | ﹤0.01% | 638 |
|
2021
Q4 | $3K | Hold |
83
| – | – | ﹤0.01% | 701 |
|
2021
Q3 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 643 |
|
2019
Q3 | – | Sell |
-100
| Closed | – | – | 663 |
|
2019
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 690 |
|