Westwood Holdings Group’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-16,649
| Closed | -$75K | – | 472 |
|
2024
Q1 | $75K | Buy |
16,649
+2,038
| +14% | +$9.18K | ﹤0.01% | 458 |
|
2023
Q4 | $133K | Buy |
+14,611
| New | +$133K | ﹤0.01% | 453 |
|
2023
Q3 | – | Sell |
-110,454
| Closed | -$1.07M | – | 482 |
|
2023
Q2 | $1.07M | Buy |
110,454
+27,906
| +34% | +$270K | 0.01% | 340 |
|
2023
Q1 | $868K | Buy |
82,548
+78,969
| +2,206% | +$830K | 0.01% | 370 |
|
2022
Q4 | $35K | Buy |
+3,579
| New | +$35K | ﹤0.01% | 531 |
|