PWAG
Polaris Wealth Advisory Group’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,800
| Closed | -$310K | – | 188 |
|
|
2021
Q4 | $310K | Sell |
9,800
-2,200
| -18% | -$69.6K | 0.02% | 149 |
|
|
2021
Q3 | $432K | Sell |
12,000
-8,300
| -41% | -$299K | 0.03% | 123 |
|
|
2021
Q2 | $1.03M | Buy |
20,300
+800
| +4% | +$40.7K | 0.06% | 97 |
|
|
2021
Q1 | $743K | Hold |
19,500
| – | – | 0.05% | 102 |
|
|
2020
Q4 | $1.15M | Hold |
19,500
| – | – | 0.09% | 102 |
|
|
2020
Q3 | $421K | Buy |
+19,500
| New | +$421K | 0.04% | 116 |
|