IFP Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.82K | Buy |
217
+110
| +103% | +$3.96K | ﹤0.01% | 3069 |
|
2025
Q1 | $3.66K | Buy |
+107
| New | +$3.66K | ﹤0.01% | 2954 |
|
2024
Q2 | – | Sell |
-30
| Closed | -$1.04K | – | 3308 |
|
2024
Q1 | $1.04K | Sell |
30
-62
| -67% | -$2.15K | ﹤0.01% | 2863 |
|
2023
Q4 | $2.91K | Buy |
92
+1
| +1% | +$32 | ﹤0.01% | 2579 |
|
2023
Q3 | $2.59K | Sell |
91
-5,009
| -98% | -$142K | ﹤0.01% | 2758 |
|
2023
Q2 | $151K | Sell |
5,100
-5,663
| -53% | -$168K | 0.01% | 1148 |
|
2023
Q1 | $299K | Sell |
10,763
-237
| -2% | -$6.57K | 0.01% | 781 |
|
2022
Q4 | $305K | Buy |
11,000
+1,398
| +15% | +$38.8K | 0.01% | 1137 |
|
2022
Q3 | $266K | Buy |
9,602
+8
| +0.1% | +$222 | 0.01% | 1256 |
|
2022
Q2 | $266K | Hold |
9,594
| – | – | 0.01% | 1141 |
|
2022
Q1 | $266K | Buy |
9,594
+2,505
| +35% | +$69.5K | 0.01% | 1141 |
|
2021
Q4 | $260K | Sell |
7,089
-144
| -2% | -$5.28K | 0.01% | 828 |
|
2021
Q3 | $264K | Buy |
7,233
+324
| +5% | +$11.8K | 0.01% | 795 |
|
2021
Q2 | $252K | Sell |
6,909
-130
| -2% | -$4.74K | 0.01% | 795 |
|
2021
Q1 | $242K | Buy |
7,039
+1,898
| +37% | +$65.3K | ﹤0.01% | 756 |
|
2020
Q4 | $154K | Sell |
5,141
-71
| -1% | -$2.13K | 0.01% | 921 |
|
2020
Q3 | $132K | Hold |
5,212
| – | – | 0.01% | 863 |
|
2020
Q2 | $122K | Buy |
5,212
+1,154
| +28% | +$27K | 0.01% | 851 |
|
2020
Q1 | $84K | Buy |
4,058
+448
| +12% | +$9.27K | 0.01% | 904 |
|
2019
Q4 | $109K | Buy |
+3,610
| New | +$109K | 0.01% | 895 |
|