RDFA
Ritter Daniher Financial Advisory’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74K | Hold |
200
| – | – | ﹤0.01% | 301 |
|
|
2025
Q1 | $2.05K | Hold |
200
| – | – | ﹤0.01% | 282 |
|
|
2024
Q4 | $2.07K | Hold |
200
| – | – | ﹤0.01% | 274 |
|
|
2024
Q3 | $2.73K | Sell |
200
-300
| -60% | -$4.1K | ﹤0.01% | 274 |
|
|
2024
Q2 | $6.45K | Hold |
500
| – | – | ﹤0.01% | 252 |
|
|
2024
Q1 | $5.97K | Hold |
500
| – | – | ﹤0.01% | 245 |
|
|
2023
Q4 | $4.17K | Hold |
500
| – | – | ﹤0.01% | 277 |
|
|
2023
Q3 | $3.63K | Hold |
500
| – | – | ﹤0.01% | 282 |
|
|
2023
Q2 | $3.95K | Hold |
500
| – | – | ﹤0.01% | 264 |
|
|
2023
Q1 | $2.38K | Buy |
+500
| New | +$2.38K | ﹤0.01% | 252 |
|