ERTS Wealth Advisors’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-25,323
| Closed | -$536K | – | 68 |
|
2025
Q1 | $536K | Buy |
25,323
+133
| +0.5% | +$2.82K | 0.1% | 46 |
|
2024
Q4 | $532K | Buy |
25,190
+466
| +2% | +$9.85K | 0.1% | 49 |
|
2024
Q3 | $537K | Buy |
24,724
+1,001
| +4% | +$21.7K | 0.1% | 48 |
|
2024
Q2 | $496K | Buy |
23,723
+161
| +0.7% | +$3.37K | 0.1% | 48 |
|
2024
Q1 | $498K | Buy |
23,562
+1,536
| +7% | +$32.4K | 0.1% | 46 |
|
2023
Q4 | $463K | Buy |
22,026
+3,718
| +20% | +$78.2K | 0.1% | 45 |
|
2023
Q3 | $368K | Buy |
18,308
+1,228
| +7% | +$24.7K | 0.09% | 55 |
|
2023
Q2 | $351K | Buy |
17,080
+813
| +5% | +$16.7K | 0.08% | 59 |
|
2023
Q1 | $338K | Buy |
16,267
+3,564
| +28% | +$74K | 0.08% | 63 |
|
2022
Q4 | $257K | Buy |
12,703
+2,539
| +25% | +$51.4K | 0.07% | 85 |
|
2022
Q3 | $200K | Buy |
+10,164
| New | +$200K | 0.06% | 83 |
|
2022
Q2 | – | Sell |
-9,668
| Closed | -$224K | – | 95 |
|
2022
Q1 | $224K | Sell |
9,668
-239
| -2% | -$5.54K | 0.06% | 85 |
|
2021
Q4 | $242K | Buy |
+9,907
| New | +$242K | 0.06% | 78 |
|