Belpointe Asset Management’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,393
| Closed | -$124K | – | 2395 |
|
|
2023
Q1 | $124K | Sell |
5,393
-5,295
| -50% | -$122K | 0.01% | 1186 |
|
|
2022
Q4 | $243K | Sell |
10,688
-16,787
| -61% | -$381K | 0.01% | 805 |
|
|
2022
Q3 | $621K | Sell |
27,475
-13,814
| -33% | -$312K | 0.04% | 430 |
|
|
2022
Q2 | $961K | Buy |
41,289
+2,991
| +8% | +$69.6K | 0.06% | 305 |
|
|
2022
Q1 | $911K | Buy |
+38,298
| New | +$911K | 0.06% | 367 |
|