SWS
SYSTM Wealth Solutions’s Nu Holdings NU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $383 | Sell |
28
-10,567
| -100% | -$145K | 0.01% | 92 |
|
2024
Q2 | $137K | Sell |
10,595
-31,376
| -75% | -$404K | 0.03% | 221 |
|
2024
Q1 | $501K | Buy |
41,971
+41,019
| +4,309% | +$489K | 0.06% | 284 |
|
2023
Q4 | $7.93K | Buy |
+952
| New | +$7.93K | ﹤0.01% | 853 |
|