Cary Street Partners Investment 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
2024
Q2
Sell
2024
Q1
$623K Buy
2023
Q4
$573K Sell
2023
Q3
$517K Buy
2023
Q2
$535K Sell
2023
Q1
$544K Hold
2022
Q4
$564K Buy
2022
Q3
$529K Buy