Mascoma Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-60
| Closed | -$2.25K | – | 513 |
|
|
2023
Q2 | $2.25K | Sell |
60
-708
| -92% | -$26.6K | ﹤0.01% | 441 |
|
|
2023
Q1 | $26.9K | Hold |
768
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $26.3K | Sell |
768
-250
| -25% | -$8.55K | 0.01% | 301 |
|
|
2022
Q3 | $33K | Sell |
1,018
-50
| -5% | -$1.62K | 0.01% | 286 |
|
|
2022
Q2 | $35K | Hold |
1,068
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $43K | Buy |
1,068
+648
| +154% | +$26.1K | 0.01% | 285 |
|
|
2021
Q4 | $18K | Buy |
+420
| New | +$18K | 0.01% | 342 |
|
|
2019
Q2 | – | Sell |
-2,033
| Closed | -$58K | – | 402 |
|
|
2019
Q1 | $58K | Hold |
2,033
| – | – | 0.04% | 139 |
|
|
2018
Q4 | $50K | Buy |
2,033
+824
| +68% | +$20.3K | 0.04% | 140 |
|
|
2018
Q3 | $38K | Buy |
1,209
+1,124
| +1,322% | +$35.3K | 0.03% | 182 |
|
|
2018
Q2 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 345 |
|