JPLA
Joseph P. Lucia & Associates’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,171
| Closed | -$25K | – | 325 |
|
|
2022
Q2 | $25K | Hold |
1,171
| – | – | 0.02% | 228 |
|
|
2022
Q1 | $25K | Buy |
+1,171
| New | +$25K | 0.02% | 245 |
|
|
2021
Q4 | – | Sell |
-1,584
| Closed | -$56K | – | 403 |
|
|
2021
Q3 | $56K | Sell |
1,584
-475
| -23% | -$16.8K | 0.03% | 209 |
|
|
2021
Q2 | $110K | Sell |
2,059
-120
| -6% | -$6.41K | 0.07% | 161 |
|
|
2021
Q1 | $85K | Buy |
2,179
+1,779
| +445% | +$69.4K | 0.04% | 169 |
|
|
2020
Q4 | $19K | Buy |
+400
| New | +$19K | 0.01% | 274 |
|
|
2020
Q3 | – | Sell |
-106
| Closed | -$1K | – | 328 |
|
|
2020
Q2 | $1K | Buy |
+106
| New | +$1K | ﹤0.01% | 456 |
|