VHAM
Van Hulzen Asset Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,200
| Closed | -$542K | – | 312 |
|
|
2021
Q3 | $542K | Buy |
15,200
+100
| +0.7% | +$3.57K | 0.08% | 143 |
|
|
2021
Q2 | $803K | Sell |
15,100
-140
| -0.9% | -$7.45K | 0.12% | 104 |
|
|
2021
Q1 | $594K | Buy |
15,240
+90
| +0.6% | +$3.51K | 0.09% | 122 |
|
|
2020
Q4 | $738K | Buy |
15,150
+5,150
| +52% | +$251K | 0.11% | 105 |
|
|
2020
Q3 | $212K | Buy |
+10,000
| New | +$212K | 0.03% | 238 |
|