VBFG
Vishria Bird Financial Group’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26,050
| Closed | -$825K | – | 66 |
|
|
2021
Q4 | $825K | Sell |
26,050
-37
| -0.1% | -$1.17K | 0.38% | 30 |
|
|
2021
Q3 | $929K | Hold |
26,087
| – | – | 0.49% | 29 |
|
|
2021
Q2 | $1.39M | Buy |
26,087
+87
| +0.3% | +$4.63K | 0.68% | 29 |
|
|
2021
Q1 | $1.01M | Hold |
26,000
| – | – | 0.56% | 30 |
|
|
2020
Q4 | $1.27M | Hold |
26,000
| – | – | 0.72% | 26 |
|
|
2020
Q3 | $552K | Buy |
+26,000
| New | +$552K | 0.35% | 29 |
|