Mark Sheptoff Financial Planning’s NIO NIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$18K	–	470
2021 Q3	$18K	Hold	500	–	–	0.01%	253
2021 Q2	$27K	Sell	500 -191	-28%	-$10.3K	0.01%	245
2021 Q1	$27K	Buy	691 +191	+38%	+$7.46K	0.02%	209
2020 Q4	$24K	Buy	+500	New	+$24K	0.01%	204