PP
PDS Planning’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Sell |
10,905
-6,166
| -36% | -$21.1K | ﹤0.01% | 516 |
|
|
2025
Q1 | $65K | Sell |
17,071
-5,715
| -25% | -$21.8K | 0.01% | 468 |
|
|
2024
Q4 | $99.3K | Buy |
22,786
+2,627
| +13% | +$11.5K | 0.01% | 421 |
|
|
2024
Q3 | $135K | Buy |
20,159
+370
| +2% | +$2.47K | 0.01% | 417 |
|
|
2024
Q2 | $82.3K | Buy |
19,789
+9,122
| +86% | +$37.9K | 0.01% | 378 |
|
|
2024
Q1 | $48K | Sell |
10,667
-1,881
| -15% | -$8.47K | 0.01% | 393 |
|
|
2023
Q4 | $114K | Buy |
+12,548
| New | +$114K | 0.01% | 347 |
|
|
2022
Q4 | – | Sell |
-55,660
| Closed | -$878K | – | 231 |
|
|
2022
Q3 | $878K | Buy |
55,660
+1,513
| +3% | +$23.9K | 0.16% | 57 |
|
|
2022
Q2 | $1.18M | Buy |
+54,147
| New | +$1.18M | 0.21% | 53 |
|
|
2022
Q1 | – | Sell |
-74,440
| Closed | -$2.36M | – | 245 |
|
|
2021
Q4 | $2.36M | Sell |
74,440
-508
| -0.7% | -$16.1K | 0.45% | 39 |
|
|
2021
Q3 | $2.67M | Sell |
74,948
-75
| -0.1% | -$2.67K | 0.62% | 36 |
|
|
2021
Q2 | $3.99M | Buy |
75,023
+807
| +1% | +$42.9K | 0.97% | 27 |
|
|
2021
Q1 | $2.89M | Sell |
74,216
-6,196
| -8% | -$242K | 0.84% | 31 |
|
|
2020
Q4 | $3.92M | Sell |
80,412
-8,668
| -10% | -$422K | 1.35% | 20 |
|
|
2020
Q3 | $1.89M | Buy |
89,080
+5,080
| +6% | +$108K | 0.77% | 36 |
|
|
2020
Q2 | $648K | Buy |
84,000
+60,000
| +250% | +$463K | 0.29% | 50 |
|
|
2020
Q1 | $67K | Sell |
24,000
-87,000
| -78% | -$243K | 0.04% | 98 |
|
|
2019
Q4 | $446K | Buy |
111,000
+8,500
| +8% | +$34.2K | 0.28% | 59 |
|
|
2019
Q3 | $160K | Buy |
102,500
+22,500
| +28% | +$35.1K | 0.11% | 93 |
|
|
2019
Q2 | $204K | Buy |
+80,000
| New | +$204K | 0.15% | 81 |
|