SSWM
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Sheets Smith Wealth Management’s Nu Holdings NU Stock Holding History

Sheets Smith Wealth Management’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35,853
Closed -$489K – 389
2024
Q3 		$489K Sell
35,853
-85
-0.2% -$1.16K 0.06% 257
2024
Q2 		$463K Buy
35,938
+552
+2% +$7.12K 0.06% 254
2024
Q1 		$422K Buy
+35,386
New +$422K 0.05% 273