GSWM
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Golden State Wealth Management’s Nu Holdings NU Stock Holding History

Golden State Wealth Management’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$974 Sell
71
-160
-69% -$2.2K ﹤0.01% 1439
2025
Q1 		$2.37K Hold
231
– – ﹤0.01% 1290
2024
Q4 		$2.39K Buy
+231
New +$2.39K ﹤0.01% 1232