IAG Wealth Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Hold |
634
| – | – | ﹤0.01% | 276 |
|
|
2025
Q1 | $21.7K | Hold |
634
| – | – | ﹤0.01% | 269 |
|
|
2024
Q4 | $22.1K | Hold |
634
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $23.4K | Hold |
634
| – | – | ﹤0.01% | 264 |
|
|
2024
Q2 | $20.9K | Buy |
+634
| New | +$20.9K | ﹤0.01% | 266 |
|
|
2023
Q4 | – | Sell |
-828
| Closed | -$23.5K | – | 465 |
|
|
2023
Q3 | $23.5K | Buy |
828
+102
| +14% | +$2.9K | 0.01% | 212 |
|
|
2023
Q2 | $21.5K | Hold |
726
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $20.8K | Hold |
726
| – | – | 0.01% | 224 |
|
|
2022
Q4 | $21.6K | Buy |
726
+312
| +75% | +$9.28K | 0.01% | 207 |
|
|
2022
Q3 | $12K | Hold |
414
| – | – | ﹤0.01% | 258 |
|
|
2022
Q2 | $13K | Hold |
414
| – | – | ﹤0.01% | 248 |
|
|
2022
Q1 | $15K | Hold |
414
| – | – | ﹤0.01% | 256 |
|
|
2021
Q4 | $15K | Hold |
414
| – | – | ﹤0.01% | 252 |
|
|
2021
Q3 | $16K | Hold |
414
| – | – | 0.01% | 217 |
|
|
2021
Q2 | $16K | Hold |
414
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $15K | Hold |
414
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $13K | Hold |
414
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $11K | Hold |
414
| – | – | 0.01% | 218 |
|
|
2020
Q2 | $10K | Buy |
+414
| New | +$10K | ﹤0.01% | 226 |
|