Fingerlakes Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
8,757
+1,414
| +19% | +$68.5K | 0.32% | 63 |
|
|
2025
Q1 | $315K | Buy |
7,343
+110
| +2% | +$4.72K | 0.27% | 72 |
|
|
2024
Q4 | $343K | Sell |
7,233
-29
| -0.4% | -$1.37K | 0.28% | 69 |
|
|
2024
Q3 | $325K | Buy |
7,262
+391
| +6% | +$17.5K | 0.27% | 71 |
|
|
2024
Q2 | $287K | Buy |
6,871
+39
| +0.6% | +$1.63K | 0.26% | 74 |
|
|
2024
Q1 | $304K | Buy |
6,832
+220
| +3% | +$9.79K | 0.29% | 70 |
|
|
2023
Q4 | $280K | Sell |
6,612
-107
| -2% | -$4.53K | 0.3% | 73 |
|
|
2023
Q3 | $246K | Sell |
6,719
-45
| -0.7% | -$1.65K | 0.3% | 75 |
|
|
2023
Q2 | $264K | Buy |
6,764
+2
| +0% | +$78 | 0.3% | 78 |
|
|
2023
Q1 | $258K | Buy |
6,762
+237
| +4% | +$9.06K | 0.32% | 79 |
|
|
2022
Q4 | $230K | Buy |
6,525
+63
| +1% | +$2.22K | 0.32% | 81 |
|
|
2022
Q3 | $213K | Buy |
6,462
+331
| +5% | +$10.9K | 0.31% | 80 |
|
|
2022
Q2 | $210K | Buy |
6,131
+560
| +10% | +$19.2K | 0.29% | 86 |
|
|
2022
Q1 | $244K | Buy |
5,571
+733
| +15% | +$32.1K | 0.29% | 86 |
|
|
2021
Q4 | $236K | Buy |
+4,838
| New | +$236K | 0.27% | 86 |
|