Invus Financial Advisors’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 | – | Sell |
-5,582,950
| Closed | -$40.5M | – | 8 |
|
|
2023
Q3 | $40.5M | Hold |
5,582,950
| – | – | 25.37% | 1 |
|
|
2023
Q2 | $44M | Hold |
5,582,950
| – | – | 23.56% | 1 |
|
|
2023
Q1 | $26.6M | Hold |
5,582,950
| – | – | 17.31% | 4 |
|
|
2022
Q4 | $22.7M | Hold |
5,582,950
| – | – | 12.09% | 6 |
|
|
2022
Q3 | $24.6M | Hold |
5,582,950
| – | – | 13.48% | 4 |
|
|
2022
Q2 | $20.9M | Buy |
+5,582,950
| New | +$20.9M | 12.61% | 4 |
|