V Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,587
| Closed | -$296K | – | 272 |
|
|
2023
Q2 | $296K | Buy |
30,587
+185
| +0.6% | +$1.79K | 0.05% | 286 |
|
|
2023
Q1 | $320K | Sell |
30,402
-530
| -2% | -$5.57K | 0.06% | 276 |
|
|
2022
Q4 | $302K | Buy |
30,932
+18,630
| +151% | +$182K | 0.06% | 277 |
|
|
2022
Q3 | $194K | Sell |
12,302
-405
| -3% | -$6.39K | 0.04% | 352 |
|
|
2022
Q2 | $276K | Buy |
12,707
+820
| +7% | +$17.8K | 0.05% | 327 |
|
|
2022
Q1 | $250K | Buy |
+11,887
| New | +$250K | 0.04% | 380 |
|
|
2021
Q4 | – | Sell |
-6,582
| Closed | -$235K | – | 476 |
|
|
2021
Q3 | $235K | Buy |
6,582
+1,680
| +34% | +$60K | 0.04% | 397 |
|
|
2021
Q2 | $263K | Buy |
+4,902
| New | +$263K | 0.04% | 397 |
|