LWAM
Legacy Wealth Asset Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,537
| Closed | -$316K | – | 344 |
|
|
2022
Q2 | $316K | Buy |
14,537
+4,647
| +47% | +$101K | 0.13% | 226 |
|
|
2022
Q1 | $208K | Buy |
9,890
+1,607
| +19% | +$33.8K | 0.07% | 295 |
|
|
2021
Q4 | $262K | Buy |
+8,283
| New | +$262K | 0.09% | 277 |
|
|
2021
Q3 | – | Sell |
-4,445
| Closed | -$236K | – | 304 |
|
|
2021
Q2 | $236K | Buy |
+4,445
| New | +$236K | 0.1% | 274 |
|