Financial Architects (New Jersey)’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,256
| Closed | -$30K | – | 591 |
|
|
2020
Q2 | $30K | Hold |
1,256
| – | – | 0.01% | 484 |
|
|
2020
Q1 | $25K | Buy |
1,256
+569
| +83% | +$11.3K | 0.01% | 470 |
|
|
2019
Q4 | $21K | Hold |
687
| – | – | ﹤0.01% | 570 |
|
|
2019
Q3 | $20K | Hold |
687
| – | – | ﹤0.01% | 585 |
|
|
2019
Q2 | $20K | Buy |
687
+362
| +111% | +$10.5K | ﹤0.01% | 620 |
|
|
2019
Q1 | $9K | Hold |
325
| – | – | ﹤0.01% | 996 |
|
|
2018
Q4 | $8K | Hold |
325
| – | – | ﹤0.01% | 936 |
|
|
2018
Q3 | $9K | Hold |
325
| – | – | ﹤0.01% | 999 |
|
|
2018
Q2 | $9K | Buy |
+325
| New | +$9K | ﹤0.01% | 1019 |
|