WR Wealth Planners’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $109 | Hold |
25
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q3 | $167 | Hold |
25
| – | – | ﹤0.01% | 1105 |
|
|
2024
Q2 | $104 | Hold |
25
| – | – | ﹤0.01% | 1115 |
|
|
2024
Q1 | $113 | Buy |
+25
| New | +$113 | ﹤0.01% | 1142 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$226 | – | 618 |
|
|
2023
Q3 | $226 | Hold |
25
| – | – | ﹤0.01% | 879 |
|
|
2023
Q2 | $242 | Hold |
25
| – | – | ﹤0.01% | 866 |
|
|
2023
Q1 | $263 | Buy |
+25
| New | +$263 | ﹤0.01% | 879 |
|