CPWM
Cypress Point Wealth Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-141,534
| Closed | -$1.12M | – | 53 |
|
|
2023
Q2 | $1.12M | Hold |
141,534
| – | – | 1.19% | 22 |
|
|
2023
Q1 | $674K | Hold |
141,534
| – | – | 0.95% | 26 |
|
|
2022
Q4 | $576K | Hold |
141,534
| – | – | 0.9% | 25 |
|
|
2022
Q3 | $623K | Hold |
141,534
| – | – | 1.16% | 19 |
|
|
2022
Q2 | $529K | Buy |
+141,534
| New | +$529K | 0.93% | 21 |
|