TD Private Client Wealth’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8K Hold
131
﹤0.01% 1236
2025
Q1
$1.34K Buy
131
+15
+13% +$154 ﹤0.01% 1254
2024
Q4
$1.2K Sell
116
-354
-75% -$3.67K ﹤0.01% 1241
2024
Q3
$6.42K Hold
470
﹤0.01% 1096
2024
Q2
$6.06K Buy
470
+282
+150% +$3.64K ﹤0.01% 1081
2024
Q1
$2.24K Buy
188
+68
+57% +$811 ﹤0.01% 1126
2023
Q4
$1K Buy
+120
New +$1K ﹤0.01% 1185
2022
Q1
Sell
-1,919
Closed -$18K 1309
2021
Q4
$18K Buy
+1,919
New +$18K ﹤0.01% 867