Grand Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,639
| Closed | -$773K | – | 77 |
|
|
2023
Q3 | $773K | Sell |
36,639
-61
| -0.2% | -$1.29K | 0.47% | 24 |
|
|
2023
Q2 | $807K | Hold |
36,700
| – | – | 0.48% | 23 |
|
|
2023
Q1 | $820K | Buy |
+36,700
| New | +$820K | 0.49% | 24 |
|
|
2022
Q3 | – | Sell |
-11,463
| Closed | -$262K | – | 61 |
|
|
2022
Q2 | $262K | Buy |
+11,463
| New | +$262K | 0.13% | 34 |
|