PFWA
Paces Ferry Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1K | Hold |
20,155
| – | – | 0.03% | 120 |
|
|
2025
Q1 | $76.8K | Hold |
20,155
| – | – | 0.04% | 121 |
|
|
2024
Q4 | $87.9K | Hold |
20,155
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $135K | Hold |
20,155
| – | – | 0.08% | 118 |
|
|
2024
Q2 | $83.8K | Hold |
20,155
| – | – | 0.05% | 112 |
|
|
2024
Q1 | $90.7K | Hold |
20,155
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $183K | Hold |
20,155
| – | – | 0.13% | 106 |
|
|
2023
Q3 | $182K | Hold |
20,155
| – | – | 0.14% | 100 |
|
|
2023
Q2 | $195K | Buy |
20,155
+2,000
| +11% | +$19.4K | 0.15% | 105 |
|
|
2023
Q1 | $191K | Buy |
18,155
+1,200
| +7% | +$12.6K | 0.15% | 110 |
|
|
2022
Q4 | $165K | Buy |
16,955
+2,353
| +16% | +$22.9K | 0.16% | 107 |
|
|
2022
Q3 | $230K | Buy |
14,602
+2,444
| +20% | +$38.5K | 0.25% | 83 |
|
|
2022
Q2 | $264K | Buy |
12,158
+1,000
| +9% | +$21.7K | 0.26% | 83 |
|
|
2022
Q1 | $235K | Buy |
+11,158
| New | +$235K | 0.19% | 103 |
|