Steel Grove Capital 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
Q2 | – | Sell |
-13,015
| Closed | -$155K | – | 205 |
|
2024
Q1 | $155K | Hold |
13,015
| – | – | 0.02% | 209 |
|
2023
Q4 | $108K | Hold |
13,015
| – | – | 0.01% | 187 |
|
2023
Q3 | $94.4K | Hold |
13,015
| – | – | 0.01% | 190 |
|
2023
Q2 | $103K | Hold |
13,015
| – | – | 0.01% | 189 |
|
2023
Q1 | $62K | Buy |
+13,015
| New | +$62K | 0.01% | 186 |
|