Liberty Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,405
| Closed | -$171K | – | 218 |
|
|
2023
Q1 | $171K | Buy |
+18,405
| New | +$171K | 0.04% | 221 |
|
|
2021
Q4 | – | Sell |
-825
| Closed | -$29K | – | 772 |
|
|
2021
Q3 | $29K | Buy |
825
+456
| +124% | +$16K | 0.01% | 553 |
|
|
2021
Q2 | $20K | Buy |
369
+89
| +32% | +$4.82K | 0.01% | 506 |
|
|
2021
Q1 | $15K | Hold |
280
| – | – | 0.01% | 517 |
|
|
2020
Q4 | $15K | Buy |
280
+229
| +449% | +$12.3K | 0.01% | 515 |
|
|
2020
Q3 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 821 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$1K | – | 938 |
|
|
2019
Q2 | $1K | Buy |
+500
| New | +$1K | ﹤0.01% | 845 |
|