Marshall Financial Group (Maryland)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,940
| Closed | -$221K | – | 230 |
|
|
2024
Q3 | $221K | Hold |
4,940
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $207K | Sell |
4,940
-46
| -0.9% | -$1.92K | 0.06% | 164 |
|
|
2024
Q1 | $222K | Buy |
4,986
+37
| +0.7% | +$1.65K | 0.06% | 167 |
|
|
2023
Q4 | $209K | Sell |
4,949
-1,026
| -17% | -$43.4K | 0.07% | 171 |
|
|
2023
Q3 | $219K | Sell |
5,975
-46
| -0.8% | -$1.69K | 0.08% | 154 |
|
|
2023
Q2 | $235K | Buy |
+6,021
| New | +$235K | 0.08% | 156 |
|