Regal Investment Advisors’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	-70,957	Closed	-$514K	–	556
2023 Q3	$514K	Buy	70,957 +19,250	+37%	+$140K	0.04%	287
2023 Q2	$408K	Buy	51,707 +2,204	+4%	+$17.4K	0.03%	330
2023 Q1	$236K	Buy	+49,503	New	+$236K	0.02%	446