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Advisor OS’s Nu Holdings NU Stock Holding History

Advisor OS’s Portfolio NU Stock Details NU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,454
Closed -$238K – 438
2024
Q3 		$238K Sell
17,454
-1,557
-8% -$21.3K 0.02% 359
2024
Q2 		$245K Buy
19,011
+602
+3% +$7.76K 0.03% 340
2024
Q1 		$220K Buy
+18,409
New +$220K 0.03% 360