AWS
AJ Wealth Strategies’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.58M | Buy |
326,499
+135,778
| +71% | +$1.07M | 0.12% | 79 |
|
|
2023
Q1 | $908K | Hold |
190,721
| – | – | 0.05% | 132 |
|
|
2022
Q4 | $776K | Buy |
190,721
+130,661
| +218% | +$532K | 0.04% | 150 |
|
|
2022
Q3 | $264K | Buy |
60,060
+42,022
| +233% | +$185K | 0.02% | 253 |
|
|
2022
Q2 | $67K | Buy |
+18,038
| New | +$67K | ﹤0.01% | 297 |
|