Channel Wealth’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-100,918
Closed -$1.3M 173
2024
Q2
$1.3M Sell
100,918
-49,669
-33% -$640K 0.47% 57
2024
Q1
$1.8M Sell
150,587
-31,279
-17% -$373K 0.72% 43
2023
Q4
$1.51M Buy
181,866
+30,492
+20% +$254K 0.72% 46
2023
Q3
$1.1M Buy
+151,374
New +$1.1M 0.61% 52