LWM
LJI Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1K | Hold |
22,178
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $84.5K | Sell |
22,178
-72
| -0.3% | -$274 | 0.02% | 177 |
|
|
2024
Q4 | $97K | Hold |
22,250
| – | – | 0.02% | 177 |
|
|
2024
Q3 | $149K | Hold |
22,250
| – | – | 0.03% | 185 |
|
|
2024
Q2 | $92.6K | Hold |
22,250
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $100K | Hold |
22,250
| – | – | 0.03% | 148 |
|
|
2023
Q4 | $202K | Hold |
22,250
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $201K | Buy |
+22,250
| New | +$201K | 0.06% | 152 |
|