EI
Ellevest Inc’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
18,198
-17,648
| -49% | -$242K | 0.04% | 336 |
|
|
2025
Q1 | $367K | Sell |
35,846
-3,041
| -8% | -$31.1K | 0.02% | 249 |
|
|
2024
Q4 | $403K | Sell |
38,887
-1,990
| -5% | -$20.6K | 0.02% | 246 |
|
|
2024
Q3 | $558K | Buy |
40,877
+9,730
| +31% | +$133K | 0.03% | 191 |
|
|
2024
Q2 | $401K | Buy |
31,147
+565
| +2% | +$7.28K | 0.02% | 256 |
|
|
2024
Q1 | $365K | Buy |
30,582
+4,001
| +15% | +$47.7K | 0.02% | 276 |
|
|
2023
Q4 | $221K | Buy |
+26,581
| New | +$221K | 0.02% | 347 |
|