Perennial Investment Advisors’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,411
Closed -$21.8K 339
2023
Q3
$21.8K Buy
2,411
+341
+16% +$3.08K ﹤0.01% 326
2023
Q2
$20.1K Sell
2,070
-300
-13% -$2.91K ﹤0.01% 325
2023
Q1
$24.9K Buy
+2,370
New +$24.9K ﹤0.01% 329