WWA
WCG Wealth Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
35,710
+261
| +0.7% | +$9.41K | 0.08% | 196 |
|
|
2025
Q1 | $1.21M | Sell |
35,449
-5,286
| -13% | -$181K | 0.09% | 181 |
|
|
2024
Q4 | $1.42M | Buy |
40,735
+721
| +2% | +$25.1K | 0.09% | 178 |
|
|
2024
Q3 | $1.47M | Buy |
40,014
+3
| +0% | +$111 | 0.1% | 183 |
|
|
2024
Q2 | $1.32M | Buy |
40,011
+4,292
| +12% | +$142K | 0.1% | 169 |
|
|
2024
Q1 | $1.22M | Sell |
35,719
-172
| -0.5% | -$5.88K | 0.1% | 169 |
|
|
2023
Q4 | $1.13M | Sell |
35,891
-1,007
| -3% | -$31.8K | 0.08% | 189 |
|
|
2023
Q3 | $1.11M | Sell |
36,898
-1,238
| -3% | -$37.2K | 0.08% | 191 |
|
|
2023
Q2 | $1.13M | Sell |
38,136
-12,401
| -25% | -$368K | 0.13% | 104 |
|
|
2023
Q1 | $1.45M | Sell |
50,537
-275
| -0.5% | -$7.89K | 0.19% | 90 |
|
|
2022
Q4 | $1.51M | Buy |
50,812
+2,062
| +4% | +$61.3K | 0.21% | 88 |
|
|
2022
Q3 | $1.48M | Sell |
48,750
-2,938
| -6% | -$89K | 0.2% | 99 |
|
|
2022
Q2 | $1.58M | Buy |
+51,688
| New | +$1.58M | 0.22% | 84 |
|