Strategic Planning Group’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-888,107
| Closed | -$5.93M | – | 83 |
|
|
2024
Q3 | $5.93M | Buy |
888,107
+39,963
| +5% | +$267K | 1.17% | 27 |
|
|
2024
Q2 | $3.53M | Buy |
848,144
+518,824
| +158% | +$2.16M | 0.77% | 45 |
|
|
2024
Q1 | $1.48M | Buy |
329,320
+63,400
| +24% | +$285K | 0.37% | 71 |
|
|
2023
Q4 | $2.41M | Buy |
+265,920
| New | +$2.41M | 0.8% | 33 |
|