Fingerlakes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
18,438
+300
| +2% | +$10.8K | 0.5% | 47 |
|
|
2025
Q1 | $621K | Buy |
18,138
+325
| +2% | +$11.1K | 0.53% | 46 |
|
|
2024
Q4 | $620K | Sell |
17,813
-1,128
| -6% | -$39.3K | 0.5% | 48 |
|
|
2024
Q3 | $698K | Sell |
18,941
-32
| -0.2% | -$1.18K | 0.58% | 42 |
|
|
2024
Q2 | $627K | Buy |
18,973
+210
| +1% | +$6.94K | 0.56% | 45 |
|
|
2024
Q1 | $642K | Buy |
18,763
+1,546
| +9% | +$52.9K | 0.62% | 44 |
|
|
2023
Q4 | $543K | Sell |
17,217
-494
| -3% | -$15.6K | 0.58% | 48 |
|
|
2023
Q3 | $504K | Buy |
17,711
+798
| +5% | +$22.7K | 0.62% | 47 |
|
|
2023
Q2 | $501K | Buy |
16,913
+1,327
| +9% | +$39.3K | 0.57% | 48 |
|
|
2023
Q1 | $447K | Buy |
15,586
+3,210
| +26% | +$92.1K | 0.56% | 50 |
|
|
2022
Q4 | $368K | Buy |
12,376
+1,862
| +18% | +$55.4K | 0.51% | 63 |
|
|
2022
Q3 | $298K | Buy |
10,514
+1,640
| +18% | +$46.5K | 0.43% | 69 |
|
|
2022
Q2 | $272K | Buy |
8,874
+2,651
| +43% | +$81.3K | 0.37% | 73 |
|
|
2022
Q1 | $224K | Buy |
6,223
+679
| +12% | +$24.4K | 0.26% | 90 |
|
|
2021
Q4 | $204K | Buy |
+5,544
| New | +$204K | 0.23% | 91 |
|