Summit Wealth & Retirement Planning’s NIO NIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-103,672	Closed	-$660K	–	131
2018 Q4	$660K	Buy	+103,672	New	+$660K	0.5%	51