WealthShield Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
16,299
-2,880
| -15% | -$140K | 0.1% | 192 |
|
|
2025
Q1 | $823K | Buy |
19,179
+911
| +5% | +$39.1K | 0.11% | 179 |
|
|
2024
Q4 | $866K | Buy |
18,268
+790
| +5% | +$37.4K | 0.12% | 166 |
|
|
2024
Q3 | $783K | Buy |
17,478
+728
| +4% | +$32.6K | 0.11% | 174 |
|
|
2024
Q2 | $700K | Buy |
16,750
+273
| +2% | +$11.4K | 0.11% | 174 |
|
|
2024
Q1 | $733K | Sell |
16,477
-970
| -6% | -$43.1K | 0.12% | 170 |
|
|
2023
Q4 | $739K | Sell |
17,447
-4,117
| -19% | -$174K | 0.12% | 169 |
|
|
2023
Q3 | $791K | Buy |
21,564
+3,296
| +18% | +$121K | 0.12% | 172 |
|
|
2023
Q2 | $713K | Buy |
18,268
+846
| +5% | +$33K | 0.11% | 176 |
|
|
2023
Q1 | $666K | Sell |
17,422
-1,327
| -7% | -$50.7K | 0.11% | 184 |
|
|
2022
Q4 | $660K | Buy |
18,749
+1,176
| +7% | +$41.4K | 0.13% | 174 |
|
|
2022
Q3 | $579K | Buy |
17,573
+80
| +0.5% | +$2.64K | 0.11% | 182 |
|
|
2022
Q2 | $601K | Buy |
17,493
+594
| +4% | +$20.4K | 0.12% | 177 |
|
|
2022
Q1 | $741K | Buy |
+16,899
| New | +$741K | 0.12% | 181 |
|