SDH
Sloy Dahl & Holst’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,600
| Closed | -$214K | – | 91 |
|
|
2023
Q4 | $214K | Sell |
23,600
-225
| -0.9% | -$2.04K | 0.04% | 82 |
|
|
2023
Q3 | $215K | Sell |
23,825
-237
| -1% | -$2.14K | 0.05% | 77 |
|
|
2023
Q2 | $233K | Sell |
24,062
-2,355
| -9% | -$22.8K | 0.04% | 72 |
|
|
2023
Q1 | $278K | Sell |
26,417
-3,808
| -13% | -$40K | 0.06% | 56 |
|
|
2022
Q4 | $295K | Sell |
30,225
-4,351
| -13% | -$42.4K | 0.1% | 49 |
|
|
2022
Q3 | $545K | Hold |
34,576
| – | – | 0.12% | 38 |
|
|
2022
Q2 | $751K | Buy |
34,576
+320
| +0.9% | +$6.95K | 0.18% | 33 |
|
|
2022
Q1 | $722K | Sell |
34,256
-229,366
| -87% | -$4.83M | 0.12% | 35 |
|
|
2021
Q4 | $9.39M | Hold |
263,622
| – | – | 2% | 8 |
|
|
2021
Q3 | $9.39M | Sell |
263,622
-74,731
| -22% | -$2.66M | 2% | 8 |
|
|
2021
Q2 | $18M | Sell |
338,353
-10,866
| -3% | -$578K | 2.42% | 6 |
|
|
2021
Q1 | $13.6M | Buy |
349,219
+211,482
| +154% | +$8.24M | 1.95% | 7 |
|
|
2020
Q4 | $8.37M | Buy |
137,737
+122,206
| +787% | +$7.43M | 4.01% | 5 |
|
|
2020
Q3 | $432K | Buy |
+15,531
| New | +$432K | 0.16% | 26 |
|