Sowell Financial Services’s NIO NIO Stock Holding History

Sowell Financial Services’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,520	Closed	-$111K	–	735
2023 Q1	$111K	Buy	+10,520	New	+$108K	0.01%	730
2022 Q1	–	Sell	-12,298	Closed	-$390K	–	394
2021 Q4	$390K	Sell	12,298 -358	-3%	-$13.2K	0.02%	458
2021 Q3	$451K	Buy	12,656 +108	+0.9%	+$4.44K	0.03%	407
2021 Q2	$668K	Sell	12,548 -2,669	-18%	-$107K	0.04%	377
2021 Q1	$558K	Sell	15,217 -6,882	-31%	-$351K	0.02%	605
2020 Q4	$1.08M	Buy	22,099 +4,216	+24%	+$163K	0.05%	314
2020 Q3	$379K	Buy	17,883 +12,988	+265%	+$200K	0.02%	536
2020 Q2	$38K	Buy	4,895 +4,521	+1,209%	+$19.9K	﹤0.01%	1261
2020 Q1	$1K	Buy	374 +199	+114%	+$741	﹤0.01%	2291
2019 Q4	$1K	Sell	175 -3,620	-95%	-$7.28K	﹤0.01%	2388
2019 Q3	$6K	Buy	+3,795	New	+$11.6K	﹤0.01%	1703

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