Pinkerton Retirement Specialists’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,416
| Closed | -$183K | – | 154 |
|
|
2024
Q3 | $183K | Buy |
+13,416
| New | +$183K | 0.03% | 133 |
|
|
2024
Q2 | – | Sell |
-19,229
| Closed | -$229K | – | 143 |
|
|
2024
Q1 | $229K | Buy |
19,229
+3,139
| +20% | +$37.4K | 0.04% | 118 |
|
|
2023
Q4 | $134K | Buy |
16,090
+3,894
| +32% | +$32.4K | 0.03% | 128 |
|
|
2023
Q3 | $88.4K | Buy |
+12,196
| New | +$88.4K | 0.02% | 134 |
|