PWMG
Pioneer Wealth Management Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
32,322
+2,666
| +9% | +$109K | 0.49% | 23 |
|
|
2025
Q1 | $1.14M | Buy |
+29,656
| New | +$1.14M | 0.49% | 24 |
|
|
2024
Q3 | $1.05M | Sell |
24,491
-1,460
| -6% | -$62.5K | 0.5% | 24 |
|
|
2024
Q2 | $1.02M | Buy |
25,951
+1,436
| +6% | +$56.5K | 0.54% | 25 |
|
|
2024
Q1 | $1.02M | Sell |
24,515
-1,123
| -4% | -$46.7K | 0.58% | 24 |
|
|
2023
Q4 | $1M | Buy |
25,638
+8,844
| +53% | +$346K | 0.62% | 21 |
|
|
2023
Q3 | $585K | Buy |
16,794
+1,707
| +11% | +$59.4K | 0.45% | 26 |
|
|
2023
Q2 | $558K | Buy |
15,087
+836
| +6% | +$30.9K | 0.44% | 28 |
|
|
2023
Q1 | $505K | Buy |
14,251
+808
| +6% | +$28.6K | 0.45% | 27 |
|
|
2022
Q4 | $459K | Buy |
+13,443
| New | +$459K | 0.43% | 30 |
|