Charter Oak Capital Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,395
| Closed | -$187K | – | 625 |
|
|
2022
Q2 | $187K | Hold |
7,395
| – | – | 0.03% | 178 |
|
|
2022
Q1 | $213K | Hold |
7,395
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $229K | Sell |
7,395
-400
| -5% | -$12.4K | 0.03% | 171 |
|
|
2021
Q3 | $244K | Hold |
7,795
| – | – | 0.03% | 159 |
|
|
2021
Q2 | $246K | Hold |
7,795
| – | – | 0.03% | 155 |
|
|
2021
Q1 | $236K | Sell |
7,795
-250
| -3% | -$7.57K | 0.03% | 156 |
|
|
2020
Q4 | $235K | Buy |
+8,045
| New | +$235K | 0.04% | 150 |
|