SWM
SVA Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.71M | Buy |
70,787
+6,054
| +9% | +$232K | 0.24% | 79 |
|
|
2020
Q3 | $1.92M | Sell |
64,733
-1,281
| -2% | -$38K | 0.19% | 96 |
|
|
2020
Q2 | $1.81M | Buy |
66,014
+6,048
| +10% | +$166K | 0.19% | 96 |
|
|
2020
Q1 | $1.3M | Buy |
59,966
+14,031
| +31% | +$303K | 0.15% | 111 |
|
|
2019
Q4 | $1.43M | Buy |
45,935
+7,054
| +18% | +$220K | 0.13% | 111 |
|
|
2019
Q3 | $1.14M | Buy |
38,881
+1,102
| +3% | +$32.3K | 0.11% | 115 |
|
|
2019
Q2 | $1.12M | Buy |
37,779
+2,975
| +9% | +$88K | 0.11% | 121 |
|
|
2019
Q1 | $1M | Buy |
+34,804
| New | +$1M | 0.1% | 126 |
|