RFWA
RPg Family Wealth Advisory’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-155,338
| Closed | -$1.61M | – | 108 |
|
|
2024
Q4 | $1.61M | Sell |
155,338
-72,295
| -32% | -$749K | 0.57% | 53 |
|
|
2024
Q3 | $3.11M | Buy |
227,633
+11,743
| +5% | +$160K | 1% | 36 |
|
|
2024
Q2 | $2.78M | Sell |
215,890
-51
| -0% | -$657 | 0.92% | 39 |
|
|
2024
Q1 | $2.58M | Buy |
215,941
+13,056
| +6% | +$156K | 0.82% | 45 |
|
|
2023
Q4 | $1.69M | Buy |
202,885
+8,185
| +4% | +$68.2K | 0.62% | 48 |
|
|
2023
Q3 | $1.41M | Sell |
194,700
-383
| -0.2% | -$2.78K | 0.58% | 49 |
|
|
2023
Q2 | $1.54M | Buy |
+195,083
| New | +$1.54M | 0.62% | 48 |
|