Trivest Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,500
| Closed | -$39K | – | 25 |
|
|
2022
Q3 | $39K | Sell |
2,500
-45,200
| -95% | -$705K | 0.01% | 18 |
|
|
2022
Q2 | $1.04M | Buy |
47,700
+22,700
| +91% | +$493K | 0.22% | 20 |
|
|
2022
Q1 | $526K | Sell |
25,000
-15,000
| -38% | -$316K | 0.09% | 20 |
|
|
2021
Q4 | $1.27M | Buy |
+40,000
| New | +$1.27M | 0.12% | 12 |
|
|
2021
Q3 | – | Sell |
-10,000
| Closed | -$532K | – | 30 |
|
|
2021
Q2 | $532K | Buy |
+10,000
| New | +$532K | 0.05% | 32 |
|
|
2021
Q1 | – | Sell |
-1,626,442
| Closed | -$79.3M | – | 24 |
|
|
2020
Q4 | $79.3M | Sell |
1,626,442
-53,558
| -3% | -$2.61M | 7.96% | 6 |
|
|
2020
Q3 | $35.7M | Buy |
+1,680,000
| New | +$35.7M | 5.47% | 6 |
|