Patriot Financial Group Insurance Agency’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,201
| Closed | -$48K | – | 1397 |
|
|
2022
Q2 | $48K | Buy |
2,201
+706
| +47% | +$15.4K | 0.01% | 747 |
|
|
2022
Q1 | $31K | Sell |
1,495
-1,099
| -42% | -$22.8K | 0.01% | 934 |
|
|
2021
Q4 | $82K | Sell |
2,594
-775
| -23% | -$24.5K | 0.01% | 707 |
|
|
2021
Q3 | $120K | Sell |
3,369
-38
| -1% | -$1.35K | 0.02% | 589 |
|
|
2021
Q2 | $181K | Buy |
3,407
+520
| +18% | +$27.6K | 0.03% | 454 |
|
|
2021
Q1 | $113K | Buy |
2,887
+219
| +8% | +$8.57K | 0.03% | 521 |
|
|
2020
Q4 | $130K | Buy |
2,668
+2,420
| +976% | +$118K | 0.03% | 431 |
|
|
2020
Q3 | $5K | Hold |
248
| – | – | ﹤0.01% | 1238 |
|
|
2020
Q2 | $2K | Hold |
248
| – | – | ﹤0.01% | 1408 |
|
|
2020
Q1 | $1K | Buy |
+248
| New | +$1K | ﹤0.01% | 1468 |
|