Heritage Wealth Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
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|
2025
Q1 | $925K | Buy |
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|
2024
Q4 | $941K | Sell |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $894K | Buy |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $816K | Buy |
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|
2023
Q3 | $706K | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $171K | Buy |
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|
2022
Q1 | $88K | Buy |
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|
2021
Q4 | $12K | Buy |
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|
2021
Q3 | $7.48K | Buy |
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