HGWM
Harvest Group Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.56K | Hold |
70
| – | – | ﹤0.01% | 137 |
|
|
2022
Q4 | $1.52K | Hold |
70
| – | – | ﹤0.01% | 126 |
|
|
2022
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 151 |
|
|
2022
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 131 |
|
|
2022
Q1 | $2K | Sell |
70
-77,775
| -100% | -$2.22M | ﹤0.01% | 94 |
|
|
2021
Q4 | $2M | Buy |
77,845
+41,750
| +116% | +$1.07M | 1.12% | 24 |
|
|
2021
Q3 | $934K | Buy |
36,095
+1,911
| +6% | +$49.4K | 0.55% | 25 |
|
|
2021
Q2 | $892K | Buy |
34,184
+17,017
| +99% | +$444K | 0.53% | 22 |
|
|
2021
Q1 | $446K | Buy |
17,167
+8,220
| +92% | +$214K | 0.28% | 21 |
|
|
2020
Q4 | $240K | Buy |
8,947
+369
| +4% | +$9.9K | 0.14% | 36 |
|
|
2020
Q3 | $231K | Buy |
8,578
+7,515
| +707% | +$202K | 0.16% | 32 |
|
|
2020
Q2 | $28K | Sell |
1,063
-111
| -9% | -$2.92K | 0.02% | 125 |
|
|
2020
Q1 | $31K | Buy |
+1,174
| New | +$31K | 0.03% | 100 |
|