OWM
Orgel Wealth Management’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-72,293
| Closed | -$1.99M | – | 82 |
|
|
2024
Q1 | $1.99M | Buy |
72,293
+8,135
| +13% | +$224K | 0.05% | 34 |
|
|
2023
Q4 | $1.73M | Buy |
64,158
+80
| +0.1% | +$2.16K | 0.05% | 37 |
|
|
2023
Q3 | $1.68M | Sell |
64,078
-4,283
| -6% | -$112K | 0.06% | 34 |
|
|
2023
Q2 | $1.87M | Buy |
68,361
+62
| +0.1% | +$1.69K | 0.06% | 36 |
|
|
2023
Q1 | $1.84M | Buy |
68,299
+302
| +0.4% | +$8.12K | 0.07% | 35 |
|
|
2022
Q4 | $1.73M | Buy |
+67,997
| New | +$1.73M | 0.07% | 34 |
|