Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$15K | – | 2402 |
|
|
2022
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 1814 |
|
|
2022
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 1861 |
|
|
2021
Q4 | $18K | Hold |
500
| – | – | ﹤0.01% | 1943 |
|
|
2021
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 1976 |
|
|
2021
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 1966 |
|
|
2021
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 2130 |
|
|
2020
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 2001 |
|
|
2020
Q3 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 1882 |
|