BFA
Bragg Financial Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
8,611
+348
| +4% | +$12.5K | 0.01% | 303 |
|
|
2025
Q1 | $283K | Hold |
8,263
| – | – | 0.01% | 301 |
|
|
2024
Q4 | $288K | Hold |
8,263
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $304K | Sell |
8,263
-204
| -2% | -$7.52K | 0.01% | 284 |
|
|
2024
Q2 | $280K | Sell |
8,467
-157
| -2% | -$5.19K | 0.01% | 289 |
|
|
2024
Q1 | $295K | Buy |
8,624
+147
| +2% | +$5.03K | 0.01% | 285 |
|
|
2023
Q4 | $267K | Buy |
8,477
+85
| +1% | +$2.68K | 0.01% | 293 |
|
|
2023
Q3 | $239K | Hold |
8,392
| – | – | 0.01% | 296 |
|
|
2023
Q2 | $249K | Buy |
8,392
+1,183
| +16% | +$35.1K | 0.01% | 299 |
|
|
2023
Q1 | $207K | Buy |
+7,209
| New | +$207K | 0.01% | 306 |
|
|
2022
Q3 | – | Sell |
-6,572
| Closed | -$201K | – | 296 |
|
|
2022
Q2 | $201K | Buy |
6,572
+324
| +5% | +$9.91K | 0.01% | 295 |
|
|
2022
Q1 | $225K | Buy |
+6,248
| New | +$225K | 0.01% | 299 |
|