First Foundation Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,538
| Closed | -$216K | – | 419 |
|
|
2024
Q2 | $216K | Sell |
6,538
-998
| -13% | -$33K | 0.01% | 317 |
|
|
2024
Q1 | $258K | Sell |
7,536
-2,551
| -25% | -$87.2K | 0.01% | 303 |
|
|
2023
Q4 | $318K | Buy |
10,087
+816
| +9% | +$25.7K | 0.01% | 286 |
|
|
2023
Q3 | $264K | Buy |
9,271
+565
| +6% | +$16.1K | 0.01% | 340 |
|
|
2023
Q2 | $258K | Buy |
8,706
+407
| +5% | +$12.1K | 0.01% | 345 |
|
|
2023
Q1 | $238K | Hold |
8,299
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $247K | Buy |
+8,299
| New | +$247K | 0.01% | 337 |
|