JWA
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JFS Wealth Advisors’s Nu Holdings NU Stock Holding History

JFS Wealth Advisors’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 		$10.3K Sell
750
-110
-13% -$1.51K ﹤0.01% 857
2025
Q1 		$8.81K Buy
860
+110
+15% +$1.13K ﹤0.01% 915
2024
Q4 		$7.77K Buy
750
+715
+2,043% +$7.41K ﹤0.01% 945
2024
Q3 		$478 Buy
+35
New +$478 ﹤0.01% 1801