Sea Otter Advisors’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 |
-60,000
| Closed | -$500K | – | 132 |
|
|
2023
Q4 | $500K | Buy |
60,000
+10,000
| +20% | +$83.3K | 0.33% | 43 |
|
|
2023
Q3 | $363K | Buy |
50,000
+10,000
| +25% | +$72.5K | 0.2% | 59 |
|
|
2023
Q2 | $316K | Buy |
40,000
+1,500
| +4% | +$11.8K | 0.17% | 67 |
|
|
2023
Q1 | $183K | Buy |
+38,500
| New | +$183K | 0.09% | 100 |
|