Exencial Wealth 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 | – | Sell |
-38,696
| Closed | -$396K | – | 510 |
|
|
2025
Q1 | $396K | Buy |
38,696
+37
| +0.1% | +$379 | 0.01% | 391 |
|
|
2024
Q4 | $401K | Sell |
38,659
-40
| -0.1% | -$414 | 0.01% | 385 |
|
|
2024
Q3 | $528K | Sell |
38,699
-3,613
| -9% | -$49.3K | 0.02% | 347 |
|
|
2024
Q2 | $545K | Sell |
42,312
-4,754
| -10% | -$61.3K | 0.02% | 335 |
|
|
2024
Q1 | $561K | Buy |
+47,066
| New | +$561K | 0.02% | 336 |
|