Visionary Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,928
| Closed | -$144K | – | 492 |
|
|
2023
Q4 | $144K | Sell |
15,928
-676
| -4% | -$6.13K | 0.01% | 465 |
|
|
2023
Q3 | $150K | Sell |
16,604
-464
| -3% | -$4.2K | 0.01% | 433 |
|
|
2023
Q2 | $165K | Sell |
17,068
-457
| -3% | -$4.43K | 0.01% | 438 |
|
|
2023
Q1 | $184K | Buy |
17,525
+294
| +2% | +$3.09K | 0.02% | 428 |
|
|
2022
Q4 | $168K | Sell |
17,231
-291
| -2% | -$2.84K | 0.02% | 398 |
|
|
2022
Q3 | $276K | Buy |
17,522
+72
| +0.4% | +$1.13K | 0.03% | 314 |
|
|
2022
Q2 | $379K | Buy |
+17,450
| New | +$379K | 0.03% | 281 |
|
|
2022
Q1 | – | Sell |
-7,862
| Closed | -$249K | – | 448 |
|
|
2021
Q4 | $249K | Buy |
7,862
+670
| +9% | +$21.2K | 0.02% | 330 |
|
|
2021
Q3 | $256K | Buy |
7,192
+2,108
| +41% | +$75K | 0.03% | 264 |
|
|
2021
Q2 | $270K | Buy |
+5,084
| New | +$270K | 0.03% | 282 |
|