Kovitz Investment Group Partners’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 |
-20,000
| Closed | -$975K | – | 439 |
|
|
2021
Q4 | $975K | Buy |
+20,000
| New | +$975K | 0.02% | 274 |
|
|
2021
Q2 | – | Sell |
-30,000
| Closed | -$1.17M | – | 415 |
|
|
2021
Q1 | $1.17M | Buy |
30,000
+10,000
| +50% | +$390K | 0.03% | 267 |
|
|
2020
Q4 | $975K | Buy |
+20,000
| New | +$975K | 0.02% | 271 |
|