SLWA
San Luis Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,395
| Closed | -$646K | – | 305 |
|
|
2022
Q1 | $646K | Hold |
20,395
| – | – | 0.32% | 70 |
|
|
2021
Q4 | $646K | Sell |
20,395
-836
| -4% | -$26.5K | 0.66% | 40 |
|
|
2021
Q3 | $756K | Buy |
+21,231
| New | +$756K | 0.42% | 68 |
|
|
2020
Q4 | $2.68M | Buy |
+54,936
| New | +$2.68M | 1.73% | 12 |
|