RFWA
NUMV icon

RPg Family Wealth Advisory’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

RPg Family Wealth Advisory’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,645
Closed -$110K – 277
2019
Q4 		$110K Hold
3,645
– – 0.06% 118
2019
Q3 		$106K Hold
3,645
– – 0.06% 115
2019
Q2 		$104K Buy
3,645
+370
+11% +$10.3K 0.06% 115
2019
Q1 		$89.3K Buy
3,275
+475
+17% +$12.6K 0.05% 126
2018
Q4 		$66.8K Hold
2,800
– – 0.06% 94
2018
Q3 		$80.4K Hold
2,800
– – 0.06% 90
2018
Q2 		$79.1K Hold
2,800
– – 0.06% 90
2018
Q1 		$77.8K Buy
2,800
+415
+17% +$11.8K 0.06% 77
2017
Q4 		$67.3K Hold
2,385
– – 0.06% 98
2017
Q3 		$63.3K Hold
2,385
– – 0.05% 119
2017
Q2 		$61.9K Buy
+2,385
New +$60.7K 0.05% 117

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Bank of America
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FT
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TRCT
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Jane Street
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EWA
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EWM
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