Global Retirement Partners’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 | $42.7K | Buy |
+3,110
| New | +$42.7K | ﹤0.01% | 1853 |
|
|
2024
Q4 | $30.3K | Sell |
2,920
-722
| -20% | -$7.48K | ﹤0.01% | 1859 |
|
|
2024
Q3 | $49.7K | Sell |
3,642
-961
| -21% | -$13.1K | ﹤0.01% | 1558 |
|
|
2024
Q2 | $59.3K | Buy |
4,603
+2,614
| +131% | +$33.7K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $23.7K | Buy |
1,989
+1,294
| +186% | +$15.4K | ﹤0.01% | 1736 |
|
|
2023
Q4 | $6.37K | Buy |
695
+516
| +288% | +$4.73K | ﹤0.01% | 2226 |
|
|
2023
Q3 | $1.26K | Hold |
179
| – | – | ﹤0.01% | 2704 |
|
|
2023
Q2 | $1.41K | Hold |
179
| – | – | ﹤0.01% | 2664 |
|
|
2023
Q1 | $927 | Buy |
179
+4
| +2% | +$21 | ﹤0.01% | 2757 |
|
|
2022
Q4 | $712 | Hold |
175
| – | – | ﹤0.01% | 2678 |
|
|
2022
Q3 | $1K | Hold |
175
| – | – | ﹤0.01% | 2528 |
|
|
2022
Q2 | $1K | Hold |
175
| – | – | ﹤0.01% | 2493 |
|
|
2022
Q1 | $1K | Buy |
+175
| New | +$1K | ﹤0.01% | 2459 |
|