Lee Financial’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,720
| Closed | -$14.3K | – | 599 |
|
|
2023
Q4 | $14.3K | Hold |
1,720
| – | – | ﹤0.01% | 371 |
|
|
2023
Q3 | $12.5K | Hold |
1,720
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $13.6K | Hold |
1,720
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $8.19K | Buy |
+1,720
| New | +$8.19K | ﹤0.01% | 458 |
|
|
2022
Q1 | – | Sell |
-271
| Closed | -$3K | – | 893 |
|
|
2021
Q4 | $3K | Buy |
+271
| New | +$3K | ﹤0.01% | 678 |
|