Level Four Advisory Services’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-8,279
| Closed | -$440K | – | 581 |
|
2021
Q2 | $440K | Sell |
8,279
-175
| -2% | -$9.3K | 0.03% | 430 |
|
2021
Q1 | $330K | Buy |
8,454
+2,338
| +38% | +$91.3K | 0.03% | 488 |
|
2020
Q4 | $298K | Buy |
+6,116
| New | +$298K | 0.02% | 468 |
|
2020
Q3 | – | Sell |
-15,300
| Closed | -$119K | – | 570 |
|
2020
Q2 | $119K | Buy |
15,300
+1,450
| +10% | +$11.3K | 0.01% | 554 |
|
2020
Q1 | $38K | Buy |
13,850
+2,850
| +26% | +$7.82K | ﹤0.01% | 478 |
|
2019
Q4 | $135K | Buy |
+11,000
| New | +$135K | 0.01% | 550 |
|