Kestra Private Wealth Services’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 |
-7,844
| Closed | -$248K | – | 1040 |
|
|
2021
Q4 | $248K | Buy |
7,844
+1,225
| +19% | +$38.7K | 0.01% | 837 |
|
|
2021
Q3 | $236K | Buy |
6,619
+200
| +3% | +$7.13K | 0.01% | 797 |
|
|
2021
Q2 | $341K | Buy |
6,419
+875
| +16% | +$46.5K | 0.02% | 625 |
|
|
2021
Q1 | $216K | Sell |
5,544
-2,676
| -33% | -$104K | 0.02% | 712 |
|
|
2020
Q4 | $398K | Sell |
8,220
-44,580
| -84% | -$2.16M | 0.03% | 491 |
|
|
2020
Q3 | $1.13M | Buy |
+52,800
| New | +$1.13M | 0.1% | 212 |
|