SWA
SOA Wealth Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-78
| Closed | -$1K | – | 1001 |
|
|
2022
Q3 | $1K | Hold |
78
| – | – | ﹤0.01% | 788 |
|
|
2022
Q2 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 770 |
|
|
2021
Q2 | – | Sell |
-381
| Closed | -$14K | – | 939 |
|
|
2021
Q1 | $14K | Hold |
381
| – | – | ﹤0.01% | 461 |
|
|
2020
Q4 | $23K | Buy |
+381
| New | +$23K | 0.01% | 378 |
|