MTWM
Masso Torrence Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8K | Hold |
13,343
| – | – | 0.02% | 99 |
|
|
2025
Q1 | $50.8K | Sell |
13,343
-2,055
| -13% | -$7.83K | 0.03% | 97 |
|
|
2024
Q4 | $67.1K | Hold |
15,398
| – | – | 0.04% | 95 |
|
|
2024
Q3 | $103K | Sell |
15,398
-56
| -0.4% | -$374 | 0.06% | 89 |
|
|
2024
Q2 | $64.3K | Sell |
15,454
-175
| -1% | -$728 | 0.04% | 90 |
|
|
2024
Q1 | $70.3K | Buy |
15,629
+1,100
| +8% | +$4.95K | 0.04% | 90 |
|
|
2023
Q4 | $132K | Hold |
14,529
| – | – | 0.09% | 87 |
|
|
2023
Q3 | $131K | Buy |
14,529
+1,000
| +7% | +$9.04K | 0.1% | 81 |
|
|
2023
Q2 | $131K | Sell |
13,529
-300
| -2% | -$2.91K | 0.09% | 83 |
|
|
2023
Q1 | $145K | Sell |
13,829
-100
| -0.7% | -$1.05K | 0.12% | 89 |
|
|
2022
Q4 | $136K | Hold |
13,929
| – | – | 0.11% | 89 |
|
|
2022
Q3 | $220K | Hold |
13,929
| – | – | 0.19% | 78 |
|
|
2022
Q2 | $303K | Buy |
13,929
+385
| +3% | +$8.38K | 0.27% | 62 |
|
|
2022
Q1 | $285K | Buy |
13,544
+3,735
| +38% | +$78.6K | 0.23% | 63 |
|
|
2021
Q4 | $311K | Buy |
+9,809
| New | +$311K | 0.22% | 74 |
|