Beacon Pointe Advisors’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-81,100
| Closed | -$1.05M | – | 1253 |
|
|
2024
Q2 | $1.05M | Buy |
81,100
+5,301
| +7% | +$68.3K | 0.01% | 625 |
|
|
2024
Q1 | $904K | Buy |
75,799
+51,865
| +217% | +$619K | 0.01% | 719 |
|
|
2023
Q4 | $199K | Buy |
+23,934
| New | +$199K | ﹤0.01% | 1218 |
|
|
2022
Q4 | – | Sell |
-10,318
| Closed | -$46K | – | 1094 |
|
|
2022
Q3 | $46K | Buy |
+10,318
| New | +$46K | ﹤0.01% | 980 |
|