PSI Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,428
| Closed | -$39.7K | – | 476 |
|
2025
Q1 | $39.7K | Sell |
10,428
-650
| -6% | -$2.48K | 0.01% | 267 |
|
2024
Q4 | $48.3K | Hold |
11,078
| – | – | 0.01% | 280 |
|
2024
Q3 | $74K | Hold |
11,078
| – | – | 0.02% | 220 |
|
2024
Q2 | $46.1K | Hold |
11,078
| – | – | 0.01% | 269 |
|
2024
Q1 | $49.9K | Buy |
11,078
+1,000
| +10% | +$4.5K | 0.02% | 249 |
|
2023
Q4 | $91.4K | Hold |
10,078
| – | – | 0.03% | 193 |
|
2023
Q3 | $91.1K | Hold |
10,078
| – | – | 0.04% | 180 |
|
2023
Q2 | $97.7K | Buy |
10,078
+300
| +3% | +$2.91K | 0.04% | 173 |
|
2023
Q1 | $103K | Hold |
9,778
| – | – | 0.05% | 157 |
|
2022
Q4 | $95.3K | Buy |
9,778
+800
| +9% | +$7.8K | 0.05% | 154 |
|
2022
Q3 | $142K | Hold |
8,978
| – | – | 0.07% | 137 |
|
2022
Q2 | $195K | Buy |
8,978
+495
| +6% | +$10.8K | 0.1% | 124 |
|
2022
Q1 | $178K | Buy |
8,483
+105
| +1% | +$2.2K | 0.07% | 146 |
|
2021
Q4 | $265K | Sell |
8,378
-200
| -2% | -$6.33K | 0.11% | 131 |
|
2021
Q3 | $306K | Buy |
8,578
+500
| +6% | +$17.8K | 0.14% | 114 |
|
2021
Q2 | $429K | Hold |
8,078
| – | – | 0.23% | 86 |
|
2021
Q1 | $314K | Buy |
8,078
+100
| +1% | +$3.89K | 0.19% | 100 |
|
2020
Q4 | $388K | Buy |
+7,978
| New | +$388K | 0.27% | 83 |
|
2020
Q1 | – | Sell |
-500
| Closed | -$2K | – | 418 |
|
2019
Q4 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 618 |
|