Sterling Financial Planning’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,474	Closed	-$53K	–	289
2021 Q3	$53K	Hold	1,474	–	–	0.03%	180
2021 Q2	$53K	Buy	1,474 +599	+68%	+$21.5K	0.03%	167
2021 Q1	$30K	Buy	+875	New	+$30K	0.02%	196