Clearstead Trust’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	$1.87K	Buy	136 +9	+7%	+$123	﹤0.01%	979
2025 Q1	$1.3K	Buy	+127	New	+$1.3K	﹤0.01%	812