Kercheville Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-55,151
| Closed | -$1.75M | – | 117 |
|
|
2021
Q4 | $1.75M | Sell |
55,151
-22,700
| -29% | -$719K | 0.76% | 31 |
|
|
2021
Q3 | $2.77M | Sell |
77,851
-13,250
| -15% | -$472K | 1.31% | 20 |
|
|
2021
Q2 | $4.85M | Buy |
91,101
+38,901
| +75% | +$2.07M | 2.24% | 11 |
|
|
2021
Q1 | $2.04M | Buy |
52,200
+1,025
| +2% | +$40K | 1.02% | 30 |
|
|
2020
Q4 | $2.49M | Buy |
+51,175
| New | +$2.49M | 1.36% | 22 |
|