Valley National Advisers’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-265	Closed	-$3K	–	1013
2024 Q2	$3K	Sell	265 -15	-5%	-$170	﹤0.01%	841
2024 Q1	$3K	Buy	280 +55	+24%	+$589	﹤0.01%	881
2023 Q4	$1K	Buy	+225	New	+$1K	﹤0.01%	1104