PWS
Precision Wealth Strategies’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,016
| Closed | -$369K | – | 117 |
|
|
2024
Q3 | $369K | Sell |
27,016
-9,579
| -26% | -$131K | 0.34% | 78 |
|
|
2024
Q2 | $472K | Sell |
36,595
-4,902
| -12% | -$63.2K | 0.49% | 36 |
|
|
2024
Q1 | $495K | Buy |
41,497
+1,303
| +3% | +$15.5K | 0.47% | 38 |
|
|
2023
Q4 | $335K | Sell |
40,194
-114
| -0.3% | -$950 | 0.33% | 60 |
|
|
2023
Q3 | $292K | Buy |
+40,308
| New | +$292K | 0.32% | 62 |
|