Private Advisory Group’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 |
-67,744
| Closed | -$925K | – | 234 |
|
|
2024
Q3 | $925K | Buy |
67,744
+3,501
| +5% | +$47.8K | 0.11% | 126 |
|
|
2024
Q2 | $828K | Buy |
+64,243
| New | +$828K | 0.11% | 118 |
|
|
2023
Q1 | – | Sell |
-25,576
| Closed | -$104K | – | 223 |
|
|
2022
Q4 | $104K | Buy |
+25,576
| New | +$104K | 0.02% | 186 |
|
|
2022
Q3 | – | Sell |
-13,737
| Closed | -$51K | – | 204 |
|
|
2022
Q2 | $51K | Buy |
+13,737
| New | +$51K | 0.01% | 160 |
|