Pekin Hardy Strauss’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-18,000
Closed -$131K 318
2023
Q3
$131K Hold
18,000
0.02% 291
2023
Q2
$142K Sell
18,000
-1,200
-6% -$9.47K 0.02% 286
2023
Q1
$91.4K Hold
19,200
0.01% 294
2022
Q4
$78.1K Sell
19,200
-4,000
-17% -$16.3K 0.01% 295
2022
Q3
$102K Buy
23,200
+1,000
+5% +$4.4K 0.02% 289
2022
Q2
$83K Sell
22,200
-5,800
-21% -$21.7K 0.01% 303
2022
Q1
$216K Buy
28,000
+5,000
+22% +$38.6K 0.03% 301
2021
Q4
$216K Buy
+23,000
New +$216K 0.03% 302