Mount Yale Investment Advisors’s Nu Holdings NU Stock Holding History

Mount Yale Investment Advisors’s Portfolio NU Stock Details NU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.27M	Buy
2025 Q1	$945K	Sell
2024 Q4	$1.09M	Sell
2024 Q3	$1.81M	Sell
2024 Q2	$1.94M	Sell
2024 Q1	$2.39M	Buy