Nicola Wealth Management’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 |
-85,000
| Closed | -$1.34M | – | 126 |
|
2022
Q3 | $1.34M | Sell |
85,000
-75,000
| -47% | -$1.18M | 0.15% | 101 |
|
2022
Q2 | $3.48M | Buy |
160,000
+20,000
| +14% | +$434K | 0.33% | 78 |
|
2022
Q1 | $2.95M | Buy |
140,000
+75,000
| +115% | +$1.58M | 0.26% | 90 |
|
2021
Q4 | $2.06M | Buy |
+65,000
| New | +$2.06M | 0.19% | 100 |
|