Avantax Planning Partners’s Nuveen ESG Mid-Cap Value ETF NUMV 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 | $660K | Sell |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $681K | Sell |
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|
2022
Q1 | $928K | Buy |
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|
2021
Q4 | $947K | Buy |
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|
2021
Q3 | $896K | Buy |
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|
2021
Q2 | $867K | Buy |
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|
2021
Q1 | $801K | Sell |
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|
2020
Q4 | $756K | Sell |
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|
2020
Q3 | $663K | Sell |
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|
2020
Q2 | $647K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $729K | Buy |
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|
2019
Q3 | $673K | Buy |
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|
2019
Q2 | $654K | Buy |
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