Avondale Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$23K | – | 120 |
|
|
2022
Q2 | $23K | Sell |
1,000
-500
| -33% | -$11.5K | 0.03% | 86 |
|
|
2022
Q1 | $36K | Sell |
1,500
-500
| -25% | -$12K | 0.04% | 73 |
|
|
2021
Q4 | $51K | Hold |
2,000
| – | – | 0.05% | 67 |
|
|
2021
Q3 | $52K | Hold |
2,000
| – | – | 0.05% | 71 |
|
|
2021
Q2 | $52K | Hold |
2,000
| – | – | 0.05% | 73 |
|
|
2021
Q1 | $52K | Buy |
+2,000
| New | +$52K | 0.05% | 68 |
|