Avantax Planning Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $956K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $943K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.8M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $906K | Sell |
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|
2020
Q3 | $750K | Sell |
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|
2020
Q2 | $726K | Buy |
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|
2020
Q1 | $498K | Buy |
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|
2019
Q4 | $203K | Buy |
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