BWP
Baldwin Wealth Partners’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-900
| Closed | -$19K | – | 766 |
|
|
2023
Q3 | $19K | Hold |
900
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $19.8K | Hold |
900
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $20.1K | Hold |
900
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $19.6K | Hold |
900
| – | – | ﹤0.01% | 537 |
|
|
2022
Q3 | $20K | Hold |
900
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $21K | Hold |
900
| – | – | ﹤0.01% | 468 |
|
|
2022
Q1 | $22K | Sell |
900
-400
| -31% | -$9.78K | ﹤0.01% | 470 |
|
|
2021
Q4 | $33K | Hold |
1,300
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $34K | Sell |
1,300
-2,000
| -61% | -$52.3K | ﹤0.01% | 392 |
|
|
2021
Q2 | $86K | Hold |
3,300
| – | – | 0.01% | 291 |
|
|
2021
Q1 | $85K | Hold |
3,300
| – | – | 0.01% | 278 |
|
|
2020
Q4 | $88K | Hold |
3,300
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $89K | Hold |
3,300
| – | – | 0.01% | 236 |
|
|
2020
Q2 | $89K | Hold |
3,300
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $87K | Hold |
3,300
| – | – | 0.02% | 214 |
|
|
2019
Q4 | $84K | Hold |
3,300
| – | – | 0.01% | 255 |
|
|
2019
Q3 | $85K | Buy |
+3,300
| New | +$85K | 0.01% | 250 |
|