TFO Wealth Partners’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20
| Closed | -$181 | – | 882 |
|
2023
Q4 | $181 | Hold |
20
| – | – | ﹤0.01% | 670 |
|
2023
Q3 | $194 | Hold |
20
| – | – | ﹤0.01% | 815 |
|
2023
Q2 | $194 | Hold |
20
| – | – | ﹤0.01% | 509 |
|
2023
Q1 | $210 | Buy |
20
+19
| +1,900% | +$200 | ﹤0.01% | 462 |
|
2022
Q4 | $23 | Sell |
1
-19
| -95% | -$437 | ﹤0.01% | 905 |
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 370 |
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 503 |
|
2022
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 150 |
|
2021
Q4 | – | Sell |
-20
| Closed | -$1K | – | 176 |
|
2021
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 137 |
|
2021
Q2 | – | Sell |
-20
| Closed | -$1K | – | 152 |
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 157 |
|
2020
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 79 |
|