ProVise Management 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 Q1	–	Sell	-11,580	Closed	-$96.5K	–	327
2023 Q4	$96.5K	Buy	11,580 +1,380	+14%	+$11.5K	0.01%	338
2023 Q3	$74K	Buy	+10,200	New	+$74K	0.01%	332