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 |
|