Asset Dedication LLC’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,992	Closed	-$20.4K	–	1210
2025 Q1	$20.4K	Sell	1,992 -221	-10%	-$2.26K	﹤0.01%	643
2024 Q4	$22.9K	Buy	2,213 +1,056	+91%	+$10.9K	﹤0.01%	626
2024 Q3	$15.8K	Buy	+1,157	New	+$15.8K	﹤0.01%	736