Stratos Wealth Partners’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
16,290
-2,342
| -13% | -$54.7K | 0.01% | 1042 |
|
|
2025
Q1 | $434K | Sell |
18,632
-1,418
| -7% | -$33K | 0.01% | 940 |
|
|
2024
Q4 | $460K | Buy |
20,050
+235
| +1% | +$5.39K | 0.01% | 973 |
|
|
2024
Q3 | $465K | Sell |
19,815
-895
| -4% | -$21K | 0.01% | 963 |
|
|
2024
Q2 | $475K | Sell |
20,710
-1,450
| -7% | -$33.2K | 0.01% | 919 |
|
|
2024
Q1 | $507K | Sell |
22,160
-500
| -2% | -$11.4K | 0.01% | 889 |
|
|
2023
Q4 | $522K | Buy |
22,660
+1,750
| +8% | +$40.3K | 0.01% | 864 |
|
|
2023
Q3 | $474K | Sell |
20,910
-1,840
| -8% | -$41.7K | 0.01% | 839 |
|
|
2023
Q2 | $520K | Buy |
22,750
+585
| +3% | +$13.4K | 0.01% | 751 |
|
|
2023
Q1 | $511K | Sell |
22,165
-1,435
| -6% | -$33.1K | 0.01% | 695 |
|
|
2022
Q4 | $536K | Sell |
23,600
-4,000
| -14% | -$90.9K | 0.01% | 711 |
|
|
2022
Q3 | $624K | Hold |
27,600
| – | – | 0.02% | 613 |
|
|
2022
Q2 | $642K | Sell |
27,600
-3,044
| -10% | -$70.8K | 0.02% | 640 |
|
|
2022
Q1 | $729K | Hold |
30,644
| – | – | 0.02% | 658 |
|
|
2021
Q4 | $758K | Sell |
30,644
-6,500
| -17% | -$161K | 0.02% | 653 |
|
|
2021
Q3 | $932K | Sell |
37,144
-200
| -0.5% | -$5.02K | 0.02% | 541 |
|
|
2021
Q2 | $943K | Buy |
37,344
+4,899
| +15% | +$124K | 0.02% | 565 |
|
|
2021
Q1 | $821K | Hold |
32,445
| – | – | 0.02% | 554 |
|
|
2020
Q4 | $828K | Buy |
32,445
+2,030
| +7% | +$51.8K | 0.02% | 513 |
|
|
2020
Q3 | $777K | Buy |
30,415
+4,925
| +19% | +$126K | 0.03% | 481 |
|
|
2020
Q2 | $653K | Hold |
25,490
| – | – | 0.02% | 504 |
|
|
2020
Q1 | $635K | Buy |
25,490
+470
| +2% | +$11.7K | 0.03% | 448 |
|
|
2019
Q4 | $624K | Buy |
25,020
+10,745
| +75% | +$268K | 0.02% | 531 |
|
|
2019
Q3 | $358K | Hold |
14,275
| – | – | 0.02% | 668 |
|
|
2019
Q2 | $356K | Buy |
+14,275
| New | +$356K | 0.02% | 666 |
|