LGWM
Litman Gregory Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,152
| Closed | -$216K | – | 141 |
|
|
2024
Q4 | $216K | Sell |
5,152
-121
| -2% | -$5.07K | 0.02% | 129 |
|
|
2024
Q3 | $226K | Hold |
5,273
| – | – | 0.02% | 131 |
|
|
2024
Q2 | $207K | Hold |
5,273
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $219K | Hold |
5,273
| – | – | 0.02% | 124 |
|
|
2023
Q4 | $206K | Buy |
+5,273
| New | +$206K | 0.02% | 117 |
|
|
2022
Q1 | – | Sell |
-5,491
| Closed | -$231K | – | 75 |
|
|
2021
Q4 | $231K | Hold |
5,491
| – | – | 0.04% | 75 |
|
|
2021
Q3 | $239K | Buy |
5,491
+5,243
| +2,114% | +$228K | 0.05% | 67 |
|
|
2021
Q2 | $248 | Sell |
248
-5,243
| -95% | -$5.24K | 0.05% | 68 |
|
|
2021
Q1 | $236K | Hold |
5,491
| – | – | 0.05% | 55 |
|
|
2020
Q4 | $211K | Hold |
5,491
| – | – | 0.04% | 59 |
|
|
2020
Q3 | $163K | Hold |
5,491
| – | – | 0.03% | 59 |
|
|
2020
Q2 | $151K | Buy |
5,491
+3,117
| +131% | +$85.7K | 0.03% | 58 |
|
|
2020
Q1 | $51K | Sell |
2,374
-1,484
| -38% | -$31.9K | 0.01% | 82 |
|
|
2019
Q4 | $120K | Buy |
3,858
+441
| +13% | +$13.7K | 0.03% | 67 |
|
|
2019
Q3 | $100K | Hold |
3,417
| – | – | 0.02% | 63 |
|
|
2019
Q2 | $101K | Sell |
3,417
-551
| -14% | -$16.3K | 0.03% | 64 |
|
|
2019
Q1 | $114K | Hold |
3,968
| – | – | 0.03% | 51 |
|
|
2018
Q4 | $98K | Buy |
3,968
+3,131
| +374% | +$77.3K | 0.03% | 55 |
|
|
2018
Q3 | $26K | Buy |
+837
| New | +$26K | 0.01% | 72 |
|