SFG
Sovereign Financial Group’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,350
| Closed | -$476K | – | 213 |
|
|
2021
Q3 | $476K | Sell |
13,350
-6,750
| -34% | -$241K | 0.27% | 85 |
|
|
2021
Q2 | $783K | Hold |
20,100
| – | – | 0.47% | 48 |
|
|
2021
Q1 | $783K | Sell |
20,100
-10,600
| -35% | -$413K | 0.49% | 46 |
|
|
2020
Q4 | $1.5M | Buy |
+30,700
| New | +$1.5M | 1.08% | 23 |
|