OWA
Octavia Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,710
| Closed | -$276K | – | 204 |
|
|
2021
Q4 | $276K | Sell |
8,710
-1,700
| -16% | -$53.9K | 0.06% | 157 |
|
|
2021
Q3 | $371K | Hold |
10,410
| – | – | 0.09% | 115 |
|
|
2021
Q2 | $554K | Hold |
10,410
| – | – | 0.15% | 88 |
|
|
2021
Q1 | $406K | Buy |
10,410
+1,300
| +14% | +$50.7K | 0.12% | 107 |
|
|
2020
Q4 | $444K | Buy |
+9,110
| New | +$444K | 0.14% | 100 |
|