Montag & Associates’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 |
-17
| Closed | -$1K | – | 895 |
|
|
2021
Q3 | $1K | Sell |
17
-337
| -95% | -$19.8K | ﹤0.01% | 839 |
|
|
2021
Q2 | $19K | Buy |
354
+234
| +195% | +$12.6K | ﹤0.01% | 661 |
|
|
2021
Q1 | $5K | Sell |
120
-33
| -22% | -$1.38K | ﹤0.01% | 766 |
|
|
2020
Q4 | $7K | Buy |
+153
| New | +$7K | ﹤0.01% | 730 |
|