Stokes Family Office’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 |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
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