Meridian Wealth Management’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-255,250
| Closed | -$1.21M | – | 560 |
|
|
2023
Q1 | $1.21M | Sell |
255,250
-5,000
| -2% | -$23.8K | 0.11% | 179 |
|
|
2022
Q4 | $1.06M | Sell |
260,250
-30,000
| -10% | -$122K | 0.1% | 188 |
|
|
2022
Q3 | $1.28M | Sell |
290,250
-10,500
| -3% | -$46.2K | 0.14% | 155 |
|
|
2022
Q2 | $1.13M | Hold |
300,750
| – | – | 0.09% | 232 |
|
|
2022
Q1 | $2.32M | Buy |
+300,750
| New | +$2.32M | 0.25% | 86 |
|