Toth Financial Advisory’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5
| Closed | -$49 | – | 817 |
|
2023
Q2 | $49 | Hold |
5
| – | – | ﹤0.01% | 764 |
|
2023
Q1 | $53 | Hold |
5
| – | – | ﹤0.01% | 797 |
|
2022
Q4 | $49 | Sell |
5
-1,420
| -100% | -$13.9K | ﹤0.01% | 703 |
|
2022
Q3 | $22K | Hold |
1,425
| – | – | ﹤0.01% | 363 |
|
2022
Q2 | $31K | Hold |
1,425
| – | – | 0.01% | 329 |
|
2022
Q1 | $30K | Sell |
1,425
-274
| -16% | -$5.77K | ﹤0.01% | 337 |
|
2021
Q4 | $54K | Hold |
1,699
| – | – | 0.01% | 293 |
|
2021
Q3 | $61K | Hold |
1,699
| – | – | 0.01% | 286 |
|
2021
Q2 | $90K | Buy |
1,699
+250
| +17% | +$13.2K | 0.01% | 231 |
|
2021
Q1 | $56K | Hold |
1,449
| – | – | 0.01% | 287 |
|
2020
Q4 | $71K | Buy |
1,449
+430
| +42% | +$21.1K | 0.01% | 237 |
|
2020
Q3 | $22K | Buy |
+1,019
| New | +$22K | ﹤0.01% | 302 |
|