Wealthcare Advisory Partners’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,081
| Closed | -$217K | – | 572 |
|
|
2021
Q2 | $217K | Buy |
4,081
+483
| +13% | +$25.7K | 0.01% | 506 |
|
|
2021
Q1 | $140K | Buy |
+3,598
| New | +$140K | 0.01% | 571 |
|
|
2020
Q2 | – | Sell |
-300
| Closed | -$1K | – | 1003 |
|
|
2020
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q3 | $0 | Hold |
300
| – | – | ﹤0.01% | 1387 |
|
|
2019
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 1104 |
|
|
2018
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 1085 |
|
|
2018
Q3 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 1130 |
|