BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.31M | Buy |
241,677
+55,939
| +30% | +$1.23M | 0.53% | 47 |
|
|
2023
Q1 | $4.15M | Buy |
185,738
+24,304
| +15% | +$543K | 0.43% | 56 |
|
|
2022
Q4 | $3.51M | Sell |
161,434
-17,904
| -10% | -$390K | 0.38% | 60 |
|
|
2022
Q3 | $3.88M | Buy |
179,338
+10,829
| +6% | +$234K | 0.46% | 45 |
|
|
2022
Q2 | $3.85M | Sell |
168,509
-442
| -0.3% | -$10.1K | 0.44% | 43 |
|
|
2022
Q1 | $4.08M | Buy |
168,951
+3,117
| +2% | +$75.2K | 0.44% | 49 |
|
|
2021
Q4 | $4.26M | Buy |
165,834
+37,650
| +29% | +$967K | 0.44% | 47 |
|
|
2021
Q3 | $3.32M | Buy |
128,184
+72,652
| +131% | +$1.88M | 0.38% | 54 |
|
|
2021
Q2 | $1.45M | Buy |
55,532
+5,078
| +10% | +$132K | 0.17% | 101 |
|
|
2021
Q1 | $1.3M | Buy |
50,454
+44,786
| +790% | +$1.16M | 0.17% | 105 |
|
|
2020
Q4 | $152K | Hold |
5,668
| – | – | 0.02% | 243 |
|
|
2020
Q3 | $153K | Buy |
+5,668
| New | +$153K | 0.02% | 232 |
|