GW & Wade’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $372K | Sell |
44,639
-16,867
| -27% | -$141K | 0.01% | 326 |
|
2023
Q3 | $446K | Buy |
+61,506
| New | +$446K | 0.02% | 284 |
|
2023
Q2 | – | Sell |
-24,602
| Closed | -$117K | – | 396 |
|
2023
Q1 | $117K | Sell |
24,602
-12,301
| -33% | -$58.5K | ﹤0.01% | 366 |
|
2022
Q4 | $150K | Buy |
36,903
+24,602
| +200% | +$100K | 0.01% | 372 |
|
2022
Q3 | $54K | Buy |
+12,301
| New | +$54K | ﹤0.01% | 374 |
|