Geneos Wealth Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-261
| Closed | -$6K | – | 2400 |
|
2022
Q2 | $6K | Sell |
261
-345
| -57% | -$7.93K | ﹤0.01% | 2136 |
|
2022
Q1 | $17K | Hold |
606
| – | – | ﹤0.01% | 1879 |
|
2021
Q4 | $18K | Hold |
606
| – | – | ﹤0.01% | 1942 |
|
2021
Q3 | $19K | Hold |
606
| – | – | ﹤0.01% | 1943 |
|
2021
Q2 | $19K | Sell |
606
-34
| -5% | -$1.07K | ﹤0.01% | 1942 |
|
2021
Q1 | $19K | Sell |
640
-1,105
| -63% | -$32.8K | ﹤0.01% | 2108 |
|
2020
Q4 | $52K | Buy |
+1,745
| New | +$52K | ﹤0.01% | 1443 |
|