Madison Wealth 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 |
-8,196
| Closed | -$260K | – | 83 |
|
|
2021
Q4 | $260K | Hold |
8,196
| – | – | 0.13% | 61 |
|
|
2021
Q3 | $292K | Hold |
8,196
| – | – | 0.16% | 50 |
|
|
2021
Q2 | $436K | Buy |
8,196
+3,196
| +64% | +$170K | 0.25% | 37 |
|
|
2021
Q1 | $244K | Hold |
5,000
| – | – | 0.17% | 44 |
|
|
2020
Q4 | $243K | Buy |
+5,000
| New | +$243K | 0.16% | 45 |
|