Sowell Financial Services’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,520
| Closed | -$111K | – | 735 |
|
|
2023
Q1 | $111K | Buy |
+10,520
| New | +$111K | 0.01% | 730 |
|
|
2022
Q1 | – | Sell |
-12,298
| Closed | -$390K | – | 394 |
|
|
2021
Q4 | $390K | Sell |
12,298
-358
| -3% | -$11.4K | 0.02% | 458 |
|
|
2021
Q3 | $451K | Buy |
12,656
+108
| +0.9% | +$3.85K | 0.03% | 407 |
|
|
2021
Q2 | $668K | Sell |
12,548
-2,669
| -18% | -$142K | 0.04% | 377 |
|
|
2021
Q1 | $558K | Sell |
15,217
-6,882
| -31% | -$252K | 0.02% | 605 |
|
|
2020
Q4 | $1.08M | Buy |
22,099
+4,216
| +24% | +$205K | 0.05% | 314 |
|
|
2020
Q3 | $379K | Buy |
17,883
+12,988
| +265% | +$275K | 0.02% | 536 |
|
|
2020
Q2 | $38K | Buy |
4,895
+4,521
| +1,209% | +$35.1K | ﹤0.01% | 1261 |
|
|
2020
Q1 | $1K | Buy |
374
+199
| +114% | +$532 | ﹤0.01% | 2291 |
|
|
2019
Q4 | $1K | Sell |
175
-3,620
| -95% | -$20.7K | ﹤0.01% | 2388 |
|
|
2019
Q3 | $6K | Buy |
+3,795
| New | +$6K | ﹤0.01% | 1703 |
|