TriaGen Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
15,320
+28
| +0.2% | +$1.14K | 0.19% | 103 |
|
|
2025
Q1 | $586K | Buy |
15,292
+20
| +0.1% | +$767 | 0.21% | 96 |
|
|
2024
Q4 | $640K | Hold |
15,272
| – | – | 0.22% | 87 |
|
|
2024
Q3 | $654K | Buy |
15,272
+381
| +3% | +$16.3K | 0.22% | 92 |
|
|
2024
Q2 | $586K | Hold |
14,891
| – | – | 0.23% | 92 |
|
|
2024
Q1 | $619K | Buy |
14,891
+26
| +0.2% | +$1.08K | 0.26% | 84 |
|
|
2023
Q4 | $581K | Hold |
14,865
| – | – | 0.28% | 83 |
|
|
2023
Q3 | $518K | Hold |
14,865
| – | – | 0.26% | 84 |
|
|
2023
Q2 | $550K | Buy |
14,865
+1,513
| +11% | +$56K | 0.25% | 93 |
|
|
2023
Q1 | $473K | Buy |
13,352
+271
| +2% | +$9.6K | 0.24% | 98 |
|
|
2022
Q4 | $447K | Buy |
13,081
+551
| +4% | +$18.8K | 0.25% | 98 |
|
|
2022
Q3 | $402K | Buy |
12,530
+180
| +1% | +$5.78K | 0.22% | 101 |
|
|
2022
Q2 | $405K | Buy |
12,350
+211
| +2% | +$6.92K | 0.29% | 84 |
|
|
2022
Q1 | $484K | Sell |
12,139
-697
| -5% | -$27.8K | 0.25% | 99 |
|
|
2021
Q4 | $539K | Buy |
12,836
+48
| +0.4% | +$2.02K | 0.27% | 95 |
|
|
2021
Q3 | $556K | Sell |
12,788
-10
| -0.1% | -$435 | 0.3% | 90 |
|
|
2021
Q2 | $564K | Buy |
12,798
+493
| +4% | +$21.7K | 0.29% | 95 |
|
|
2021
Q1 | $529K | Buy |
12,305
+900
| +8% | +$38.7K | 0.3% | 89 |
|
|
2020
Q4 | $437K | Buy |
+11,405
| New | +$437K | 0.26% | 105 |
|