Stonehage Fleming 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
Q4 | – | Sell |
-12,000
| Closed | -$108K | – | 270 |
|
|
2023
Q3 | $108K | Buy |
+12,000
| New | +$108K | 0.01% | 169 |
|
|
2022
Q3 | – | Sell |
-6,000
| Closed | -$130K | – | 234 |
|
|
2022
Q2 | $130K | Sell |
6,000
-6,000
| -50% | -$130K | 0.01% | 163 |
|
|
2022
Q1 | $252K | Hold |
12,000
| – | – | 0.01% | 140 |
|
|
2021
Q4 | $380K | Buy |
12,000
+2,763
| +30% | +$87.5K | 0.01% | 131 |
|
|
2021
Q3 | $329K | Buy |
9,237
+9,000
| +3,797% | +$321K | 0.01% | 132 |
|
|
2021
Q2 | $13K | Buy |
+237
| New | +$13K | ﹤0.01% | 200 |
|