AE Wealth Management’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28,925	Closed	-$275K	–	1708
2023 Q4	$275K	Buy	28,925 +15,657	+118%	+$149K	﹤0.01%	1751
2023 Q3	$96.2K	Buy	13,268 +1,299	+11%	+$9.42K	﹤0.01%	1840
2023 Q2	$94.4K	Buy	+11,969	New	+$94.4K	﹤0.01%	1810