RWA Wealth Partners’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-12,356
| Closed | -$195K | – | 270 |
|
2022
Q3 | $195K | Hold |
12,356
| – | – | 0.01% | 233 |
|
2022
Q2 | $268K | Hold |
12,356
| – | – | 0.02% | 208 |
|
2022
Q1 | $260K | Buy |
12,356
+3,000
| +32% | +$63.1K | 0.02% | 219 |
|
2021
Q4 | $296K | Hold |
9,356
| – | – | 0.02% | 215 |
|
2021
Q3 | $333K | Sell |
9,356
-224
| -2% | -$7.97K | 0.02% | 197 |
|
2021
Q2 | $510K | Buy |
9,580
+1,900
| +25% | +$101K | 0.04% | 164 |
|
2021
Q1 | $299K | Buy |
7,680
+380
| +5% | +$14.8K | 0.02% | 199 |
|
2020
Q4 | $356K | Sell |
7,300
-8,300
| -53% | -$405K | 0.03% | 178 |
|
2020
Q3 | $331K | Buy |
+15,600
| New | +$331K | 0.03% | 166 |
|