Cary Street Partners Investment Advisory’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,561
| Closed | -$253K | – | 677 |
|
|
2024
Q3 | $253K | Sell |
18,561
-5,018
| -21% | -$68.5K | 0.01% | 664 |
|
|
2024
Q2 | $304K | Buy |
23,579
+18
| +0.1% | +$232 | 0.01% | 591 |
|
|
2024
Q1 | $281K | Hold |
23,561
| – | – | 0.01% | 578 |
|
|
2023
Q4 | $196K | Hold |
23,561
| – | – | 0.01% | 627 |
|
|
2023
Q3 | $171K | Buy |
+23,561
| New | +$171K | 0.01% | 589 |
|