Sowell Financial Services’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.16M Buy
2024
Q1
$1.08M Buy
2023
Q4
$820K Buy
2023
Q3
$725K Buy
2023
Q2
$752K Buy
2023
Q1
Sell
2022
Q4
$731K Buy
2021
Q2
Sell
2021
Q1
$589K Buy
2020
Q4
$360K Buy
2020
Q3
$291K Buy
2020
Q2
$250K Buy
2020
Q1
$183K Sell
2019
Q4
$300K Sell
2019
Q3
$289K Buy