Moneta Group Investment Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,640
| Closed | -$165K | – | 689 |
|
|
2024
Q3 | $165K | Sell |
24,640
-340
| -1% | -$2.27K | ﹤0.01% | 624 |
|
|
2024
Q2 | $104K | Buy |
24,980
+8,985
| +56% | +$37.4K | ﹤0.01% | 589 |
|
|
2024
Q1 | $72K | Buy |
15,995
+1,015
| +7% | +$4.57K | ﹤0.01% | 591 |
|
|
2023
Q4 | $136K | Hold |
14,980
| – | – | ﹤0.01% | 540 |
|
|
2023
Q3 | $135K | Buy |
+14,980
| New | +$135K | ﹤0.01% | 502 |
|
|
2022
Q1 | – | Sell |
-8,396
| Closed | -$266K | – | 475 |
|
|
2021
Q4 | $266K | Buy |
8,396
+4
| +0% | +$127 | 0.01% | 401 |
|
|
2021
Q3 | $299K | Buy |
8,392
+554
| +7% | +$19.7K | 0.01% | 365 |
|
|
2021
Q2 | $417K | Buy |
7,838
+1,630
| +26% | +$86.7K | 0.02% | 308 |
|
|
2021
Q1 | $242K | Buy |
+6,208
| New | +$242K | 0.01% | 371 |
|