Equitable Holdings’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,171
| Closed | -$439K | – | 1322 |
|
|
2024
Q3 | $439K | Buy |
32,171
+2,558
| +9% | +$34.9K | ﹤0.01% | 914 |
|
|
2024
Q2 | $382K | Hold |
29,613
| – | – | ﹤0.01% | 920 |
|
|
2024
Q1 | $353K | Buy |
29,613
+100
| +0.3% | +$1.19K | ﹤0.01% | 909 |
|
|
2023
Q4 | $246K | Hold |
29,513
| – | – | ﹤0.01% | 995 |
|
|
2023
Q3 | $214K | Sell |
29,513
-3,500
| -11% | -$25.4K | ﹤0.01% | 986 |
|
|
2023
Q2 | $260K | Hold |
33,013
| – | – | ﹤0.01% | 904 |
|
|
2023
Q1 | $157K | Buy |
+33,013
| New | +$157K | ﹤0.01% | 942 |
|