Laurel Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-144,384
| Closed | -$4.14M | – | 59 |
|
|
2023
Q1 | $4.14M | Buy |
144,384
+17,139
| +13% | +$492K | 2.74% | 8 |
|
|
2022
Q4 | $3.79M | Buy |
127,245
+24,053
| +23% | +$716K | 2.44% | 12 |
|
|
2022
Q3 | $2.93M | Buy |
103,192
+21,320
| +26% | +$605K | 2.16% | 15 |
|
|
2022
Q2 | $2.51M | Buy |
81,872
+21,426
| +35% | +$656K | 1.76% | 20 |
|
|
2022
Q1 | $2.18M | Buy |
+60,446
| New | +$2.18M | 1.47% | 23 |
|