United Capital Financial Advisors’s NIO NIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,112	Closed	-$207K	–	1088
2022 Q3	$207K	Buy	+13,112	New	+$259K	﹤0.01%	1018
2022 Q2	–	Sell	-13,747	Closed	-$289K	–	1171
2022 Q1	$289K	Sell	13,747 -2,124	-13%	-$50K	﹤0.01%	995
2021 Q4	$503K	Sell	15,871 -1,762	-10%	-$64.7K	﹤0.01%	859
2021 Q3	$628K	Sell	17,633 -1,650	-9%	-$67.8K	﹤0.01%	803
2021 Q2	$1.03M	Sell	19,283 -465	-2%	-$18.6K	0.01%	691
2021 Q1	$770K	Sell	19,748 -4,531	-19%	-$231K	﹤0.01%	737
2020 Q4	$1.18M	Buy	24,279 +13,760	+131%	+$532K	0.01%	634
2020 Q3	$223K	Sell	10,519 -8,838	-46%	-$136K	﹤0.01%	1042
2020 Q2	$149K	Sell	19,357 -1,572	-8%	-$6.91K	﹤0.01%	1125
2020 Q1	$58K	Buy	20,929 +1,395	+7%	+$5.2K	﹤0.01%	1143
2019 Q4	$79K	Sell	19,534 -472	-2%	-$949	﹤0.01%	1332
2019 Q3	$31K	Buy	20,006 +6,084	+44%	+$18.6K	﹤0.01%	1275
2019 Q2	$36K	Buy	13,922 +3,416	+33%	+$13.7K	﹤0.01%	1439
2019 Q1	$54K	Buy	+10,506	New	+$74.5K	﹤0.01%	1329