Carson Wealth (CWM LLC)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Sell |
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|
2025
Q2 | $388K | Buy |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $88K | Hold |
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|
2024
Q1 | $94K | Buy |
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|
2023
Q4 | $84K | Buy |
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|
2023
Q3 | $73K | Hold |
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|
2023
Q2 | $77K | Hold |
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|
2023
Q1 | $76K | Hold |
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|
2022
Q4 | $70K | Buy |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $115K | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q2 | $130K | Hold |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $130K | Hold |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $130K | Hold |
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|
2020
Q1 | $130K | Hold |
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|
2019
Q4 | $130K | Hold |
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|
2019
Q3 | $130K | Hold |
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|
2019
Q2 | $130K | Hold |
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|
2019
Q1 | $130K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $72K | Hold |
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|
2017
Q2 | $71K | Buy |
|