Northwest & Ethical Investments’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
270,658
+89,961
| +50% | +$1.23M | 0.09% | 207 |
|
|
2025
Q1 | $1.85M | Sell |
180,697
-51,918
| -22% | -$532K | 0.05% | 254 |
|
|
2024
Q4 | $2.41M | Buy |
232,615
+15,351
| +7% | +$159K | 0.07% | 233 |
|
|
2024
Q3 | $2.97M | Hold |
217,264
| – | – | 0.08% | 219 |
|
|
2024
Q2 | $2.8M | Buy |
217,264
+42,759
| +25% | +$551K | 0.08% | 222 |
|
|
2024
Q1 | $2.08M | Buy |
174,505
+80,624
| +86% | +$962K | 0.06% | 249 |
|
|
2023
Q4 | $782K | Buy |
+93,881
| New | +$782K | 0.02% | 279 |
|
|
2023
Q1 | – | Sell |
-248,425
| Closed | -$1.01M | – | 408 |
|
|
2022
Q4 | $1.01M | Sell |
248,425
-116,952
| -32% | -$476K | 0.03% | 297 |
|
|
2022
Q3 | $1.61M | Buy |
365,377
+51,519
| +16% | +$227K | 0.06% | 252 |
|
|
2022
Q2 | $1.17M | Buy |
+313,858
| New | +$1.17M | 0.04% | 283 |
|