West Family Investments’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
39,109
+19,923
| +104% | +$68.3K | 0.04% | 351 |
|
|
2025
Q1 | $73.1K | Hold |
19,186
| – | – | 0.03% | 270 |
|
|
2024
Q4 | $83.7K | Sell |
19,186
-1,508
| -7% | -$6.58K | 0.03% | 281 |
|
|
2024
Q3 | $138K | Buy |
+20,694
| New | +$138K | 0.05% | 281 |
|
|
2024
Q2 | – | Sell |
-13,669
| Closed | -$61.5K | – | 267 |
|
|
2024
Q1 | $61.5K | Buy |
+13,669
| New | +$61.5K | 0.02% | 258 |
|
|
2021
Q4 | – | Sell |
-5,826
| Closed | -$208K | – | 358 |
|
|
2021
Q3 | $208K | Sell |
5,826
-207
| -3% | -$7.39K | 0.05% | 301 |
|
|
2021
Q2 | $321K | Buy |
+6,033
| New | +$321K | 0.09% | 212 |
|