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