United Capital Financial 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 |
-13,112
| Closed | -$207K | – | 1088 |
|
|
2022
Q3 | $207K | Buy |
+13,112
| New | +$207K | ﹤0.01% | 1018 |
|
|
2022
Q2 | – | Sell |
-13,747
| Closed | -$289K | – | 1168 |
|
|
2022
Q1 | $289K | Sell |
13,747
-2,124
| -13% | -$44.7K | ﹤0.01% | 990 |
|
|
2021
Q4 | $503K | Sell |
15,871
-1,762
| -10% | -$55.8K | ﹤0.01% | 857 |
|
|
2021
Q3 | $628K | Sell |
17,633
-1,650
| -9% | -$58.8K | ﹤0.01% | 801 |
|
|
2021
Q2 | $1.03M | Sell |
19,283
-465
| -2% | -$24.7K | 0.01% | 689 |
|
|
2021
Q1 | $770K | Sell |
19,748
-4,531
| -19% | -$177K | ﹤0.01% | 736 |
|
|
2020
Q4 | $1.18M | Buy |
24,279
+13,760
| +131% | +$670K | 0.01% | 631 |
|
|
2020
Q3 | $223K | Sell |
10,519
-8,838
| -46% | -$187K | ﹤0.01% | 1038 |
|
|
2020
Q2 | $149K | Sell |
19,357
-1,572
| -8% | -$12.1K | ﹤0.01% | 1118 |
|
|
2020
Q1 | $58K | Buy |
20,929
+1,395
| +7% | +$3.87K | ﹤0.01% | 1138 |
|
|
2019
Q4 | $79K | Sell |
19,534
-472
| -2% | -$1.91K | ﹤0.01% | 1315 |
|
|
2019
Q3 | $31K | Buy |
20,006
+6,084
| +44% | +$9.43K | ﹤0.01% | 1260 |
|
|
2019
Q2 | $36K | Buy |
13,922
+3,416
| +33% | +$8.83K | ﹤0.01% | 1416 |
|
|
2019
Q1 | $54K | Buy |
+10,506
| New | +$54K | ﹤0.01% | 1307 |
|