Congress Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,818
| Closed | -$200K | – | 908 |
|
|
2024
Q3 | $200K | Buy |
+8,818
| New | +$200K | ﹤0.01% | 826 |
|
|
2023
Q3 | – | Sell |
-9,286
| Closed | -$204K | – | 616 |
|
|
2023
Q2 | $204K | Sell |
9,286
-5
| -0.1% | -$110 | ﹤0.01% | 538 |
|
|
2023
Q1 | $208K | Hold |
9,291
| – | – | 0.01% | 537 |
|
|
2022
Q4 | $202K | Hold |
9,291
| – | – | 0.01% | 542 |
|
|
2022
Q3 | $201K | Sell |
9,291
-1,212
| -12% | -$26.2K | 0.01% | 530 |
|
|
2022
Q2 | $240K | Sell |
10,503
-6,821
| -39% | -$156K | 0.01% | 508 |
|
|
2022
Q1 | $418K | Buy |
17,324
+3,626
| +26% | +$87.5K | 0.01% | 465 |
|
|
2021
Q4 | $352K | Buy |
+13,698
| New | +$352K | 0.01% | 503 |
|