Pinnacle Wealth Planning Services’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,269
| Closed | -$102K | – | 507 |
|
|
2024
Q3 | $102K | Sell |
15,269
-11,028
| -42% | -$73.7K | 0.01% | 507 |
|
|
2024
Q2 | $109K | Buy |
+26,297
| New | +$109K | 0.02% | 473 |
|
|
2023
Q2 | – | Sell |
-10,942
| Closed | -$115K | – | 494 |
|
|
2023
Q1 | $115K | Buy |
+10,942
| New | +$115K | 0.02% | 427 |
|
|
2021
Q1 | – | Sell |
-1,086
| Closed | -$53K | – | 1376 |
|
|
2020
Q4 | $53K | Buy |
+1,086
| New | +$53K | 0.01% | 767 |
|