Whittier Trust’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,257
| Closed | -$135K | – | 1736 |
|
|
2021
Q4 | $135K | Hold |
4,257
| – | – | ﹤0.01% | 763 |
|
|
2021
Q3 | $152K | Hold |
4,257
| – | – | ﹤0.01% | 693 |
|
|
2021
Q2 | $226K | Hold |
4,257
| – | – | ﹤0.01% | 627 |
|
|
2021
Q1 | $166K | Hold |
4,257
| – | – | ﹤0.01% | 671 |
|
|
2020
Q4 | $207K | Buy |
4,257
+137
| +3% | +$6.66K | ﹤0.01% | 590 |
|
|
2020
Q3 | $87K | Buy |
+4,120
| New | +$87K | ﹤0.01% | 728 |
|