Monterey Private Wealth’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,377
| Closed | -$348K | – | 109 |
|
|
2023
Q1 | $348K | Hold |
12,377
| – | – | 0.18% | 65 |
|
|
2022
Q4 | $319K | Buy |
12,377
+154
| +1% | +$3.97K | 0.17% | 69 |
|
|
2022
Q3 | $273K | Sell |
12,223
-681
| -5% | -$15.2K | 0.16% | 74 |
|
|
2022
Q2 | $325K | Hold |
12,904
| – | – | 0.19% | 66 |
|
|
2022
Q1 | $377K | Sell |
12,904
-785
| -6% | -$22.9K | 0.18% | 72 |
|
|
2021
Q4 | $424K | Buy |
+13,689
| New | +$424K | 0.21% | 66 |
|