Kingswood Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,155
| Closed | -$79.2K | – | 793 |
|
|
2024
Q4 | $79.2K | Buy |
+18,155
| New | +$79.2K | 0.01% | 763 |
|
|
2024
Q3 | – | Sell |
-51,733
| Closed | -$215K | – | 725 |
|
|
2024
Q2 | $215K | Buy |
51,733
+524
| +1% | +$2.18K | 0.02% | 614 |
|
|
2024
Q1 | $230K | Sell |
51,209
-25,404
| -33% | -$114K | 0.03% | 550 |
|
|
2023
Q4 | $695K | Sell |
76,613
-13,539
| -15% | -$123K | 0.08% | 273 |
|
|
2023
Q3 | $815K | Buy |
+90,152
| New | +$815K | 0.14% | 173 |
|