Avantax Planning Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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