BerganKDV Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.31M | Buy |
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2023
Q1 | $4.15M | Buy |
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2022
Q4 | $3.51M | Sell |
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|
2022
Q3 | $3.88M | Buy |
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|
2022
Q2 | $3.85M | Sell |
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|
2022
Q1 | $4.08M | Buy |
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|
2021
Q4 | $4.26M | Buy |
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|
2021
Q3 | $3.32M | Buy |
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2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $152K | Hold |
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|
2020
Q3 | $153K | Buy |
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