Sowell Financial Services’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50,126	Closed	-$1.69M	–	574
2024 Q3	$1.69M	Buy	50,126 +2,935	+6%	+$94.8K	0.08%	265
2024 Q2	$1.47M	Buy	47,191 +5,989	+15%	+$185K	0.07%	278
2024 Q1	$1.28M	Buy	41,202 +8,807	+27%	+$262K	0.06%	308
2023 Q4	$953K	Buy	32,395 +2,467	+8%	+$68.5K	0.05%	332
2023 Q3	$818K	Sell	29,928 -15,222	-34%	-$432K	0.05%	331
2023 Q2	$1.31M	Buy	+45,150	New	+$1.3M	0.07%	305
2021 Q2	–	Sell	-5,496	Closed	-$172K	–	1984
2021 Q1	$172K	Sell	5,496 -1,297	-19%	-$39.1K	0.01%	1129
2020 Q4	$199K	Sell	6,793 -2,178	-24%	-$59.7K	0.01%	845
2020 Q3	$229K	Sell	8,971 -511	-5%	-$13.1K	0.01%	683
2020 Q2	$230K	Sell	9,482 -3,694	-28%	-$84K	0.01%	673
2020 Q1	$277K	Buy	13,176 +1,118	+9%	+$27.7K	0.02%	570
2019 Q4	$325K	Buy	12,058 +6,030	+100%	+$162K	0.02%	574
2019 Q3	$156K	Buy	+6,028	New	+$153K	0.01%	711