Householder Group Estate & Retirement Specialist’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,424
| Closed | -$103K | – | 969 |
|
2024
Q3 | $103K | Sell |
2,424
-21
| -0.9% | -$892 | 0.03% | 349 |
|
2024
Q2 | $96K | Sell |
2,445
-15
| -0.6% | -$589 | 0.03% | 357 |
|
2024
Q1 | $102K | Buy |
+2,460
| New | +$102K | 0.03% | 340 |
|
2023
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1167 |
|
2022
Q4 | – | Sell |
-103
| Closed | -$3K | – | 836 |
|
2022
Q3 | $3K | Buy |
+103
| New | +$3K | ﹤0.01% | 929 |
|