Perigon Wealth Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Buy |
56,096
+2,119
| +4% | +$44.6K | 0.03% | 430 |
|
2025
Q1 | $1.13M | Buy |
53,977
+72
| +0.1% | +$1.51K | 0.03% | 424 |
|
2024
Q4 | $1.11M | Sell |
53,905
-196
| -0.4% | -$4.04K | 0.03% | 426 |
|
2024
Q3 | $1.17M | Buy |
54,101
+1,137
| +2% | +$24.5K | 0.03% | 393 |
|
2024
Q2 | $1.1M | Buy |
+52,964
| New | +$1.1M | 0.03% | 353 |
|
2021
Q1 | – | Sell |
-1,467
| Closed | -$38K | – | 839 |
|
2020
Q4 | $38K | Buy |
+1,467
| New | +$38K | ﹤0.01% | 821 |
|