FinTrust Capital Advisors’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $33.5K | Hold |
2,456
| – | – | 0.01% | 689 |
|
2024
Q2 | $31.7K | Hold |
2,456
| – | – | 0.01% | 654 |
|
2024
Q1 | $29.3K | Hold |
2,456
| – | – | 0.01% | 651 |
|
2023
Q4 | $20.5K | Buy |
2,456
+1,393
| +131% | +$11.6K | ﹤0.01% | 674 |
|
2023
Q3 | $7.71K | Sell |
1,063
-28
| -3% | -$203 | ﹤0.01% | 816 |
|
2023
Q2 | $4.44K | Hold |
1,091
| – | – | ﹤0.01% | 881 |
|
2023
Q1 | $4.44K | Hold |
1,091
| – | – | ﹤0.01% | 878 |
|
2022
Q4 | $4.44K | Sell |
1,091
-146
| -12% | -$594 | ﹤0.01% | 880 |
|
2022
Q3 | $5K | Buy |
1,237
+561
| +83% | +$2.27K | ﹤0.01% | 1019 |
|
2022
Q2 | $3K | Buy |
+676
| New | +$3K | ﹤0.01% | 1103 |
|
2022
Q1 | – | Sell |
-193
| Closed | -$2K | – | 1270 |
|
2021
Q4 | $2K | Buy |
+193
| New | +$2K | ﹤0.01% | 1107 |
|