Sigma Planning Corp’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,316
| Closed | -$130K | – | 1232 |
|
|
2023
Q4 | $130K | Sell |
14,316
-36,328
| -72% | -$330K | 0.01% | 802 |
|
|
2023
Q3 | $458K | Buy |
50,644
+5,794
| +13% | +$52.4K | 0.02% | 755 |
|
|
2023
Q2 | $435K | Buy |
44,850
+611
| +1% | +$5.92K | 0.02% | 787 |
|
|
2023
Q1 | $465K | Buy |
44,239
+4,509
| +11% | +$47.4K | 0.02% | 829 |
|
|
2022
Q4 | $387K | Buy |
39,730
+1,639
| +4% | +$16K | 0.01% | 870 |
|
|
2022
Q3 | $601K | Buy |
38,091
+1,384
| +4% | +$21.8K | 0.02% | 664 |
|
|
2022
Q2 | $797K | Buy |
36,707
+1,474
| +4% | +$32K | 0.03% | 564 |
|
|
2022
Q1 | $742K | Sell |
35,233
-11,198
| -24% | -$236K | 0.02% | 656 |
|
|
2021
Q4 | $1.47M | Sell |
46,431
-5,987
| -11% | -$190K | 0.04% | 402 |
|
|
2021
Q3 | $1.87M | Buy |
52,418
+3,622
| +7% | +$129K | 0.06% | 343 |
|
|
2021
Q2 | $2.6M | Buy |
48,796
+2,374
| +5% | +$126K | 0.08% | 271 |
|
|
2021
Q1 | $1.81M | Buy |
46,422
+5,459
| +13% | +$213K | 0.06% | 336 |
|
|
2020
Q4 | $2M | Buy |
40,963
+615
| +2% | +$30K | 0.07% | 273 |
|
|
2020
Q3 | $856K | Buy |
40,348
+20,657
| +105% | +$438K | 0.03% | 441 |
|
|
2020
Q2 | $152K | Buy |
+19,691
| New | +$152K | 0.01% | 953 |
|
|
2020
Q1 | – | Sell |
-11,204
| Closed | -$45K | – | 1026 |
|
|
2019
Q4 | $45K | Buy |
+11,204
| New | +$45K | ﹤0.01% | 1020 |
|
|
2019
Q3 | – | Sell |
-10,400
| Closed | -$27K | – | 1029 |
|
|
2019
Q2 | $27K | Buy |
+10,400
| New | +$27K | ﹤0.01% | 968 |
|