Sound Stewardship’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,500
| Closed | -$213K | – | 61 |
|
|
2024
Q4 | $213K | Sell |
4,500
-51
| -1% | -$2.42K | 0.13% | 60 |
|
|
2024
Q3 | $204K | Buy |
+4,551
| New | +$204K | 0.11% | 60 |
|
|
2024
Q2 | – | Sell |
-5,787
| Closed | -$257K | – | 60 |
|
|
2024
Q1 | $257K | Hold |
5,787
| – | – | 0.16% | 54 |
|
|
2023
Q4 | $245K | Sell |
5,787
-1,799
| -24% | -$76.1K | 0.16% | 59 |
|
|
2023
Q3 | $278K | Sell |
7,586
-30
| -0.4% | -$1.1K | 0.19% | 57 |
|
|
2023
Q2 | $297K | Hold |
7,616
| – | – | 0.2% | 55 |
|
|
2023
Q1 | $291K | Sell |
7,616
-29
| -0.4% | -$1.11K | 0.2% | 54 |
|
|
2022
Q4 | $269K | Buy |
+7,645
| New | +$269K | 0.2% | 53 |
|