Optimum Investment Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72K | Hold |
500
| – | – | ﹤0.01% | 582 |
|
|
2025
Q1 | $1.91K | Hold |
500
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $2.18K | Hold |
500
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $3.34K | Hold |
500
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $2.08K | Hold |
500
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $2.25K | Hold |
500
| – | – | ﹤0.01% | 596 |
|
|
2023
Q4 | $4.54K | Hold |
500
| – | – | ﹤0.01% | 558 |
|
|
2023
Q3 | $4.52K | Hold |
500
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $4.85K | Hold |
500
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $5.26K | Hold |
500
| – | – | ﹤0.01% | 620 |
|
|
2022
Q4 | $4.88K | Sell |
500
-150
| -23% | -$1.46K | ﹤0.01% | 629 |
|
|
2022
Q3 | $10K | Hold |
650
| – | – | 0.01% | 588 |
|
|
2022
Q2 | $14K | Hold |
650
| – | – | 0.01% | 560 |
|
|
2022
Q1 | $14K | Hold |
650
| – | – | 0.01% | 607 |
|
|
2021
Q4 | $21K | Hold |
650
| – | – | 0.01% | 592 |
|
|
2021
Q3 | $23K | Sell |
650
-310
| -32% | -$11K | 0.01% | 580 |
|
|
2021
Q2 | $51K | Sell |
960
-1,746
| -65% | -$92.8K | 0.02% | 505 |
|
|
2021
Q1 | $105K | Buy |
2,706
+150
| +6% | +$5.82K | 0.03% | 364 |
|
|
2020
Q4 | $125K | Sell |
2,556
-444
| -15% | -$21.7K | 0.04% | 321 |
|
|
2020
Q3 | $64K | Buy |
+3,000
| New | +$64K | 0.02% | 402 |
|