IHT Wealth Management’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,605
| Closed | -$216K | – | 641 |
|
|
2019
Q3 | $216K | Sell |
8,605
-1,000
| -10% | -$25.1K | 0.03% | 523 |
|
|
2019
Q2 | $239K | Buy |
9,605
+205
| +2% | +$5.1K | 0.03% | 452 |
|
|
2019
Q1 | $232K | Hold |
9,400
| – | – | 0.04% | 423 |
|
|
2018
Q4 | $229K | Hold |
9,400
| – | – | 0.04% | 395 |
|
|
2018
Q3 | $228K | Hold |
9,400
| – | – | 0.05% | 381 |
|
|
2018
Q2 | $229K | Sell |
9,400
-2,500
| -21% | -$60.9K | 0.06% | 355 |
|
|
2018
Q1 | $291K | Hold |
11,900
| – | – | 0.08% | 276 |
|
|
2017
Q4 | $295K | Buy |
11,900
+4,000
| +51% | +$99.2K | 0.08% | 284 |
|
|
2017
Q3 | $198K | Buy |
+7,900
| New | +$198K | 0.08% | 248 |
|