Raymond James Trust’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,950
| Closed | -$212K | – | 1210 |
|
|
2021
Q3 | $212K | Hold |
5,950
| – | – | 0.01% | 1038 |
|
|
2021
Q2 | $317K | Hold |
5,950
| – | – | 0.01% | 837 |
|
|
2021
Q1 | $232K | Hold |
5,950
| – | – | 0.01% | 953 |
|
|
2020
Q4 | $290K | Buy |
+5,950
| New | +$290K | 0.01% | 790 |
|
|
2019
Q4 | – | Sell |
-26,390
| Closed | -$41K | – | 977 |
|
|
2019
Q3 | $41K | Hold |
26,390
| – | – | ﹤0.01% | 934 |
|
|
2019
Q2 | $67K | Sell |
26,390
-600
| -2% | -$1.52K | ﹤0.01% | 897 |
|
|
2019
Q1 | $138K | Buy |
26,990
+600
| +2% | +$3.07K | 0.01% | 830 |
|
|
2018
Q4 | $168K | Buy |
+26,390
| New | +$168K | 0.01% | 754 |
|