Clearstead Advisors’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 | $34.5K | Buy |
2,513
+206
| +9% | +$2.83K | ﹤0.01% | 1405 |
|
|
2025
Q1 | $23.6K | Buy |
2,307
+61
| +3% | +$625 | ﹤0.01% | 1373 |
|
|
2024
Q4 | $23.3K | Sell |
2,246
-192
| -8% | -$1.99K | ﹤0.01% | 1333 |
|
|
2024
Q3 | $33.3K | Buy |
2,438
+2,046
| +522% | +$27.9K | ﹤0.01% | 1294 |
|
|
2024
Q2 | $5.05K | Buy |
392
+192
| +96% | +$2.48K | ﹤0.01% | 1685 |
|
|
2024
Q1 | $2.28K | Buy |
+200
| New | +$2.28K | ﹤0.01% | 1290 |
|