Williams Jones Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,501
| Closed | -$131K | – | 552 |
|
|
2023
Q1 | $131K | Buy |
12,501
+1
| +0% | +$11 | ﹤0.01% | 524 |
|
|
2022
Q4 | $122K | Hold |
12,500
| – | – | ﹤0.01% | 519 |
|
|
2022
Q3 | $197K | Hold |
12,500
| – | – | ﹤0.01% | 516 |
|
|
2022
Q2 | $272K | Hold |
12,500
| – | – | ﹤0.01% | 475 |
|
|
2022
Q1 | $263K | Buy |
+12,500
| New | +$263K | ﹤0.01% | 440 |
|