PWM
Penobscot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,722
| Closed | -$311K | – | 93 |
|
|
2024
Q4 | $311K | Buy |
10,722
+2,236
| +26% | +$64.9K | 0.14% | 65 |
|
|
2024
Q3 | $263K | Buy |
8,486
+1,453
| +21% | +$45K | 0.14% | 66 |
|
|
2024
Q2 | $204K | Buy |
+7,033
| New | +$204K | 0.12% | 71 |
|
|
2023
Q4 | – | Sell |
-7,739
| Closed | -$203K | – | 73 |
|
|
2023
Q3 | $203K | Sell |
7,739
-51
| -0.7% | -$1.34K | 0.15% | 64 |
|
|
2023
Q2 | $213K | Buy |
+7,790
| New | +$213K | 0.16% | 60 |
|