Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,768
| Closed | -$45K | – | 1417 |
|
|
2022
Q2 | $45K | Sell |
1,768
-624
| -26% | -$15.9K | 0.01% | 768 |
|
|
2022
Q1 | $69K | Sell |
2,392
-509
| -18% | -$14.7K | 0.01% | 693 |
|
|
2021
Q4 | $90K | Hold |
2,901
| – | – | 0.02% | 679 |
|
|
2021
Q3 | $91K | Sell |
2,901
-274
| -9% | -$8.6K | 0.02% | 682 |
|
|
2021
Q2 | $100K | Buy |
3,175
+1,085
| +52% | +$34.2K | 0.02% | 631 |
|
|
2021
Q1 | $63K | Sell |
2,090
-136
| -6% | -$4.1K | 0.01% | 696 |
|
|
2020
Q4 | $65K | Buy |
2,226
+55
| +3% | +$1.61K | 0.02% | 615 |
|
|
2020
Q3 | $56K | Hold |
2,171
| – | – | 0.02% | 515 |
|
|
2020
Q2 | $53K | Hold |
2,171
| – | – | 0.02% | 504 |
|
|
2020
Q1 | $46K | Sell |
2,171
-35
| -2% | -$742 | 0.02% | 479 |
|
|
2019
Q4 | $59K | Buy |
2,206
+1,327
| +151% | +$35.5K | 0.02% | 446 |
|
|
2019
Q3 | $23K | Buy |
879
+487
| +124% | +$12.7K | 0.01% | 611 |
|
|
2019
Q2 | $10K | Buy |
+392
| New | +$10K | ﹤0.01% | 810 |
|