SOA Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $157K | Buy |
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