Walkner Condon Financial Advisors’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,051
| Closed | -$198K | – | 232 |
|
|
2022
Q3 | $198K | Buy |
+10,051
| New | +$198K | 0.06% | 208 |
|
|
2022
Q2 | – | Sell |
-10,830
| Closed | -$250K | – | 223 |
|
|
2022
Q1 | $250K | Buy |
+10,830
| New | +$250K | 0.07% | 189 |
|
|
2021
Q3 | – | Sell |
-10,348
| Closed | -$258K | – | 163 |
|
|
2021
Q2 | $258K | Sell |
10,348
-14,926
| -59% | -$372K | 0.09% | 142 |
|
|
2021
Q1 | $625K | Sell |
25,274
-2,874
| -10% | -$71.1K | 0.24% | 83 |
|
|
2020
Q4 | $704K | Buy |
28,148
+3,605
| +15% | +$90.2K | 0.3% | 65 |
|
|
2020
Q3 | $598K | Buy |
24,543
+6,773
| +38% | +$165K | 0.32% | 61 |
|
|
2020
Q2 | $419K | Buy |
+17,770
| New | +$419K | 0.37% | 35 |
|