U.S. Global Investors (USGI)’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26,000
| Closed | -$235K | – | 156 |
|
|
2023
Q3 | $235K | Hold |
26,000
| – | – | 0.02% | 88 |
|
|
2023
Q2 | $252K | Hold |
26,000
| – | – | 0.01% | 92 |
|
|
2023
Q1 | $273K | Hold |
26,000
| – | – | 0.02% | 90 |
|
|
2022
Q4 | $254K | Hold |
26,000
| – | – | 0.02% | 96 |
|
|
2022
Q3 | $410K | Hold |
26,000
| – | – | 0.03% | 83 |
|
|
2022
Q2 | $565K | Hold |
26,000
| – | – | 0.03% | 72 |
|
|
2022
Q1 | $547K | Sell |
26,000
-18,000
| -41% | -$379K | 0.02% | 90 |
|
|
2021
Q4 | $1.39M | Buy |
44,000
+30,000
| +214% | +$950K | 0.05% | 56 |
|
|
2021
Q3 | $499K | Buy |
+14,000
| New | +$499K | 0.02% | 104 |
|