Carson Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Hold |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $678K | Sell |
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|
2024
Q3 | $721K | Hold |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $659K | Hold |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $679K | Hold |
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $700K | Sell |
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|
2022
Q2 | $780K | Sell |
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|
2022
Q1 | $962K | Hold |
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|
2021
Q4 | $987K | Buy |
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