SWM
NUMV icon

Sugarloaf Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Sugarloaf Wealth Management’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-600
Closed – – 743
2020
Q3 		$0 Buy
+600
New +$15.2K ﹤0.01% 704

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