Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-150
Closed -$1K 792
2024
Q3
$1K Buy
+150
New +$689 ﹤0.01% 742
2024
Q1
Sell
-83
Closed -$1K 865
2023
Q4
$1K Sell
83
-91
-52% -$722 ﹤0.01% 831
2023
Q3
$2K Hold
174
﹤0.01% 839
2023
Q2
$2K Hold
174
﹤0.01% 845
2023
Q1
$2K Hold
174
﹤0.01% 828
2022
Q4
$2K Sell
174
-300
-63% -$3.46K ﹤0.01% 834
2022
Q3
$7K Hold
474
﹤0.01% 582
2022
Q2
$10K Sell
474
-826
-64% -$15.2K ﹤0.01% 530
2022
Q1
$27K Hold
1,300
0.01% 374
2021
Q4
$41K Hold
1,300
0.01% 333
2021
Q3
$46K Hold
1,300
0.02% 331
2021
Q2
$69K Hold
1,300
0.03% 274
2021
Q1
$51K Hold
1,300
0.03% 266
2020
Q4
$63K Buy
1,300
+1,000
+333% +$38.7K 0.03% 224
2020
Q3
$6K Buy
+300
New +$4.62K ﹤0.01% 527

Other funds holding NIO