Patriot Financial Group Insurance Agency’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,219
| Closed | -$119K | – | 1416 |
|
|
2022
Q2 | $119K | Buy |
5,219
+1
| +0% | +$23 | 0.02% | 501 |
|
|
2022
Q1 | $126K | Buy |
5,218
+172
| +3% | +$4.15K | 0.02% | 520 |
|
|
2021
Q4 | $130K | Hold |
5,046
| – | – | 0.02% | 575 |
|
|
2021
Q3 | $131K | Sell |
5,046
-331
| -6% | -$8.59K | 0.02% | 568 |
|
|
2021
Q2 | $140K | Buy |
5,377
+1,159
| +27% | +$30.2K | 0.03% | 528 |
|
|
2021
Q1 | $109K | Hold |
4,218
| – | – | 0.03% | 527 |
|
|
2020
Q4 | $113K | Buy |
4,218
+49
| +1% | +$1.31K | 0.03% | 467 |
|
|
2020
Q3 | $112K | Buy |
4,169
+1
| +0% | +$27 | 0.04% | 369 |
|
|
2020
Q2 | $113K | Hold |
4,168
| – | – | 0.04% | 326 |
|
|
2020
Q1 | $110K | Sell |
4,168
-1,394
| -25% | -$36.8K | 0.05% | 307 |
|
|
2019
Q4 | $142K | Buy |
5,562
+3,459
| +164% | +$88.3K | 0.05% | 274 |
|
|
2019
Q3 | $54K | Buy |
2,103
+993
| +89% | +$25.5K | 0.02% | 435 |
|
|
2019
Q2 | $28K | Buy |
+1,110
| New | +$28K | 0.01% | 553 |
|