Kelly Financial Services’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-233
| Closed | -$969 | – | 531 |
|
|
2024
Q2 | $969 | Hold |
233
| – | – | ﹤0.01% | 655 |
|
|
2024
Q1 | $1.05K | Hold |
233
| – | – | ﹤0.01% | 665 |
|
|
2023
Q4 | $2.11K | Hold |
233
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $2.11K | Buy |
233
+200
| +606% | +$1.81K | ﹤0.01% | 545 |
|
|
2023
Q2 | $320 | Hold |
33
| – | – | ﹤0.01% | 675 |
|
|
2023
Q1 | $347 | Hold |
33
| – | – | ﹤0.01% | 650 |
|
|
2022
Q4 | $322 | Hold |
33
| – | – | ﹤0.01% | 627 |
|
|
2022
Q3 | $520 | Hold |
33
| – | – | ﹤0.01% | 609 |
|
|
2022
Q2 | $717 | Buy |
+33
| New | +$717 | ﹤0.01% | 582 |
|
|
2021
Q3 | – | Sell |
-11,757
| Closed | -$221K | – | 662 |
|
|
2021
Q2 | $221K | Buy |
+11,757
| New | +$221K | 0.01% | 286 |
|