Mutual Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,064
| Closed | -$159K | – | 950 |
|
|
2022
Q3 | $159K | Buy |
+10,064
| New | +$159K | 0.01% | 837 |
|
|
2022
Q2 | – | Sell |
-11,525
| Closed | -$243K | – | 881 |
|
|
2022
Q1 | $243K | Sell |
11,525
-2,349
| -17% | -$49.5K | 0.01% | 769 |
|
|
2021
Q4 | $440K | Sell |
13,874
-4,118
| -23% | -$131K | 0.02% | 615 |
|
|
2021
Q3 | $641K | Buy |
17,992
+442
| +3% | +$15.7K | 0.04% | 481 |
|
|
2021
Q2 | $934K | Buy |
17,550
+720
| +4% | +$38.3K | 0.06% | 367 |
|
|
2021
Q1 | $656K | Sell |
16,830
-2,528
| -13% | -$98.5K | 0.04% | 423 |
|
|
2020
Q4 | $944K | Buy |
+19,358
| New | +$944K | 0.07% | 321 |
|