Concord Wealth Partners’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 | $29.6K | Sell |
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|
2025
Q1 | $117K | Sell |
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|
2024
Q4 | $179K | Sell |
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|
2024
Q3 | $206K | Sell |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $776K | Buy |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $784K | Buy |
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|
2022
Q3 | $727K | Buy |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $2.31M | Sell |
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|
2020
Q4 | $2.38M | Buy |
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