Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $269K | Sell |
|
|||||
|
2023
Q3 | $704K | Sell |
|
|||||
|
2023
Q2 | $736K | Sell |
|
|||||
|
2023
Q1 | $1.08M | Sell |
|
|||||
|
2022
Q4 | $1.13M | Buy |
|
|||||
|
2022
Q3 | $947K | Sell |
|
|||||
|
2022
Q2 | $1.02M | Buy |
|
|||||
|
2022
Q1 | $1.11M | Buy |
|
|||||
|
2021
Q4 | $1.09M | Buy |
|
|||||
|
2021
Q3 | $1.07M | Sell |
|
|||||
|
2021
Q2 | $1.41M | Sell |
|
|||||
|
2021
Q1 | $1.58M | Buy |
|
|||||
|
2020
Q4 | $1.27M | Buy |
|
|||||
|
2020
Q3 | $907K | Buy |
|
|||||
|
2020
Q2 | $722K | Buy |
|
|||||
|
2020
Q1 | $563K | Buy |
|
|||||
|
2019
Q4 | $689K | Buy |
|
|||||
|
2019
Q3 | $629K | Buy |
|
|||||
|
2019
Q2 | $525K | Hold |
|
|||||
|
2019
Q1 | $519K | Buy |
|