Valley National Advisers’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 |
-100
| Closed | -$1K | – | 1245 |
|
|
2023
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 972 |
|
|
2023
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 913 |
|
|
2023
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 829 |
|
|
2022
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 799 |
|
|
2022
Q3 | $1K | Sell |
100
-200
| -67% | -$2K | ﹤0.01% | 853 |
|
|
2022
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 623 |
|
|
2022
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 680 |
|
|
2021
Q4 | $10K | Sell |
300
-500
| -63% | -$16.7K | ﹤0.01% | 602 |
|
|
2021
Q3 | $29K | Hold |
800
| – | – | 0.01% | 419 |
|
|
2021
Q2 | $43K | Sell |
800
-300
| -27% | -$16.1K | 0.01% | 361 |
|
|
2021
Q1 | $43K | Buy |
1,100
+400
| +57% | +$15.6K | 0.01% | 342 |
|
|
2020
Q4 | $34K | Buy |
+700
| New | +$34K | 0.01% | 359 |
|
|
2020
Q2 | – | Sell |
-434
| Closed | -$1K | – | 828 |
|
|
2020
Q1 | $1K | Hold |
434
| – | – | ﹤0.01% | 708 |
|
|
2019
Q4 | $2K | Hold |
434
| – | – | ﹤0.01% | 685 |
|
|
2019
Q3 | $1K | Hold |
434
| – | – | ﹤0.01% | 725 |
|
|
2019
Q2 | $1K | Hold |
434
| – | – | ﹤0.01% | 693 |
|
|
2019
Q1 | $2K | Buy |
+434
| New | +$2K | ﹤0.01% | 654 |
|