Golden State Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
6,193
-182
| -3% | -$8.82K | 0.04% | 302 |
|
|
2025
Q1 | $274K | Buy |
6,375
+55
| +0.9% | +$2.36K | 0.04% | 302 |
|
|
2024
Q4 | $299K | Buy |
+6,320
| New | +$299K | 0.04% | 271 |
|
|
2022
Q1 | $233K | Buy |
5,309
+137
| +3% | +$6.01K | 0.05% | 277 |
|
|
2021
Q4 | $254K | Buy |
+5,172
| New | +$254K | 0.04% | 317 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$1K | – | 651 |
|
|
2020
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 927 |
|
|
2019
Q4 | – | Sell |
-4,422
| Closed | -$145K | – | 627 |
|
|
2019
Q3 | $145K | Sell |
4,422
-86
| -2% | -$2.82K | 0.05% | 251 |
|
|
2019
Q2 | $151K | Sell |
4,508
-81
| -2% | -$2.71K | 0.05% | 268 |
|
|
2019
Q1 | $144K | Buy |
+4,589
| New | +$144K | 0.05% | 266 |
|