J.P. Morgan Private Wealth Advisors’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.72M | Buy |
375,342
+187,825
| +100% | +$1.36M | 0.01% | 646 |
|
|
2023
Q2 | $1.48M | Sell |
187,517
-2,795
| -1% | -$22.1K | 0.01% | 656 |
|
|
2023
Q1 | $906K | Buy |
190,312
+84,437
| +80% | +$402K | ﹤0.01% | 1202 |
|
|
2022
Q4 | $431K | Buy |
105,875
+67,355
| +175% | +$274K | ﹤0.01% | 1526 |
|
|
2022
Q3 | $169K | Buy |
+38,520
| New | +$169K | ﹤0.01% | 1836 |
|
|
2022
Q1 | – | Sell |
-52,413
| Closed | -$492K | – | 2055 |
|
|
2021
Q4 | $492K | Buy |
+52,413
| New | +$492K | ﹤0.01% | 1561 |
|