Carroll Financial Associates’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-79
| Closed | -$1K | – | 1808 |
|
|
2021
Q1 | $1K | Hold |
79
| – | – | ﹤0.01% | 1581 |
|
|
2020
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 1401 |
|
|
2020
Q3 | $2K | Hold |
79
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q2 | $2K | Sell |
79
-1,319
| -94% | -$33.4K | ﹤0.01% | 1366 |
|
|
2020
Q1 | $34K | Sell |
1,398
-2,013
| -59% | -$49K | ﹤0.01% | 667 |
|
|
2019
Q4 | $85K | Sell |
3,411
-38,261
| -92% | -$953K | 0.01% | 540 |
|
|
2019
Q3 | $1.04M | Buy |
+41,672
| New | +$1.04M | 0.09% | 137 |
|