BerganKDV 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
Q2 | $1.28M | Buy |
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|
2023
Q1 | $757K | Buy |
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|
2022
Q4 | $627K | Sell |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $761K | Buy |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $356K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $19K | Buy |
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