BerganKDV Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.28M | Buy |
43,222
+16,848
| +64% | +$499K | 0.13% | 118 |
|
|
2023
Q1 | $757K | Buy |
26,374
+5,283
| +25% | +$152K | 0.08% | 146 |
|
|
2022
Q4 | $627K | Sell |
21,091
-2,672
| -11% | -$79.5K | 0.07% | 155 |
|
|
2022
Q3 | $674K | Buy |
23,763
+2,317
| +11% | +$65.7K | 0.08% | 146 |
|
|
2022
Q2 | $657K | Buy |
21,446
+171
| +0.8% | +$5.24K | 0.08% | 151 |
|
|
2022
Q1 | $766K | Buy |
21,275
+669
| +3% | +$24.1K | 0.08% | 143 |
|
|
2021
Q4 | $761K | Buy |
20,606
+3,433
| +20% | +$127K | 0.08% | 152 |
|
|
2021
Q3 | $623K | Buy |
17,173
+7,350
| +75% | +$267K | 0.07% | 162 |
|
|
2021
Q2 | $356K | Buy |
9,823
+1,363
| +16% | +$49.4K | 0.04% | 201 |
|
|
2021
Q1 | $291K | Buy |
8,460
+7,733
| +1,064% | +$266K | 0.04% | 209 |
|
|
2020
Q4 | $22K | Hold |
727
| – | – | ﹤0.01% | 458 |
|
|
2020
Q3 | $19K | Buy |
+727
| New | +$19K | ﹤0.01% | 432 |
|