BerganKDV Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $506K | Sell |
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|
2022
Q3 | $547K | Buy |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q4 | $586K | Buy |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $16K | Buy |
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