Sowell Financial Services’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-50,126
| Closed | -$1.69M | – | 574 |
|
2024
Q3 | $1.69M | Buy |
50,126
+2,935
| +6% | +$98.8K | 0.08% | 265 |
|
2024
Q2 | $1.47M | Buy |
47,191
+5,989
| +15% | +$186K | 0.07% | 278 |
|
2024
Q1 | $1.28M | Buy |
41,202
+8,807
| +27% | +$274K | 0.06% | 308 |
|
2023
Q4 | $953K | Buy |
32,395
+2,467
| +8% | +$72.6K | 0.05% | 332 |
|
2023
Q3 | $818K | Sell |
29,928
-15,222
| -34% | -$416K | 0.05% | 331 |
|
2023
Q2 | $1.31M | Buy |
+45,150
| New | +$1.31M | 0.07% | 305 |
|
2021
Q2 | – | Sell |
-5,496
| Closed | -$172K | – | 1985 |
|
2021
Q1 | $172K | Sell |
5,496
-1,297
| -19% | -$40.6K | 0.01% | 1129 |
|
2020
Q4 | $199K | Sell |
6,793
-2,178
| -24% | -$63.8K | 0.01% | 845 |
|
2020
Q3 | $229K | Sell |
8,971
-511
| -5% | -$13K | 0.01% | 683 |
|
2020
Q2 | $230K | Sell |
9,482
-3,694
| -28% | -$89.6K | 0.01% | 673 |
|
2020
Q1 | $277K | Buy |
13,176
+1,118
| +9% | +$23.5K | 0.02% | 570 |
|
2019
Q4 | $325K | Buy |
12,058
+6,030
| +100% | +$163K | 0.02% | 574 |
|
2019
Q3 | $156K | Buy |
+6,028
| New | +$156K | 0.01% | 711 |
|