Sonoma Private Wealth’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	-26,765	Closed	-$194K	–	86
2023 Q3	$194K	Sell	26,765 -11,171	-29%	-$81K	0.35%	71
2023 Q2	$299K	Buy	+37,936	New	+$299K	0.52%	67