GoalVest Advisory’s Nuveen ESG Dividend ETF NUDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
9,308
+2,736
| +42% | +$77.6K | 0.07% | 112 |
|
|
2025
Q1 | $183K | Hold |
6,572
| – | – | 0.05% | 122 |
|
|
2024
Q4 | $181K | Sell |
6,572
-603
| -8% | -$16.6K | 0.05% | 119 |
|
|
2024
Q3 | $213K | Hold |
7,175
| – | – | 0.06% | 102 |
|
|
2024
Q2 | $192K | Sell |
7,175
-1,406
| -16% | -$37.6K | 0.06% | 103 |
|
|
2024
Q1 | $234K | Hold |
8,581
| – | – | 0.08% | 100 |
|
|
2023
Q4 | $220K | Hold |
8,581
| – | – | 0.1% | 62 |
|
|
2023
Q3 | $199K | Buy |
8,581
+5,165
| +151% | +$120K | 0.1% | 69 |
|
|
2023
Q2 | $82.5K | Buy |
+3,416
| New | +$82.5K | 0.04% | 110 |
|