Mascoma Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35
| Closed | -$1.38K | – | 512 |
|
|
2023
Q2 | $1.38K | Hold |
35
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $1.28K | Hold |
35
| – | – | ﹤0.01% | 559 |
|
|
2022
Q4 | $1.23K | Hold |
35
| – | – | ﹤0.01% | 578 |
|
|
2022
Q3 | $1K | Sell |
35
-11
| -24% | -$314 | ﹤0.01% | 582 |
|
|
2022
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $2K | Buy |
46
+35
| +318% | +$1.52K | ﹤0.01% | 557 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 518 |
|
|
2021
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 434 |
|
|
2021
Q2 | – | Sell |
-1,404
| Closed | -$70K | – | 335 |
|
|
2021
Q1 | $70K | Sell |
1,404
-5,978
| -81% | -$298K | 0.03% | 176 |
|
|
2020
Q4 | $365K | Buy |
+7,382
| New | +$365K | 0.18% | 68 |
|
|
2019
Q3 | – | Sell |
-2,608
| Closed | -$88K | – | 255 |
|
|
2019
Q2 | $88K | Buy |
2,608
+618
| +31% | +$20.9K | 0.06% | 124 |
|
|
2019
Q1 | $62K | Buy |
1,990
+518
| +35% | +$16.1K | 0.04% | 136 |
|
|
2018
Q4 | $39K | Buy |
1,472
+339
| +30% | +$8.98K | 0.03% | 157 |
|
|
2018
Q3 | $39K | Buy |
1,133
+1,048
| +1,233% | +$36.1K | 0.03% | 177 |
|
|
2018
Q2 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 344 |
|