WP
WealthShield Partners’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 | $808K | Sell |
22,427
-7,796
| -26% | -$281K | 0.1% | 190 |
|
|
2025
Q1 | $1.03M | Buy |
30,223
+677
| +2% | +$23.2K | 0.13% | 157 |
|
|
2024
Q4 | $1.03M | Buy |
29,546
+5,096
| +21% | +$177K | 0.15% | 149 |
|
|
2024
Q3 | $901K | Sell |
24,450
-353
| -1% | -$13K | 0.12% | 164 |
|
|
2024
Q2 | $819K | Buy |
24,803
+294
| +1% | +$9.71K | 0.12% | 163 |
|
|
2024
Q1 | $838K | Buy |
24,509
+33
| +0.1% | +$1.13K | 0.14% | 158 |
|
|
2023
Q4 | $772K | Sell |
24,476
-4,665
| -16% | -$147K | 0.13% | 165 |
|
|
2023
Q3 | $828K | Buy |
29,141
+4,539
| +18% | +$129K | 0.12% | 162 |
|
|
2023
Q2 | $729K | Sell |
24,602
-1,173
| -5% | -$34.8K | 0.11% | 173 |
|
|
2023
Q1 | $740K | Buy |
25,775
+8
| +0% | +$230 | 0.12% | 178 |
|
|
2022
Q4 | $767K | Buy |
25,767
+1,078
| +4% | +$32.1K | 0.15% | 164 |
|
|
2022
Q3 | $701K | Buy |
24,689
+21
| +0.1% | +$596 | 0.14% | 169 |
|
|
2022
Q2 | $756K | Buy |
24,668
+554
| +2% | +$17K | 0.15% | 164 |
|
|
2022
Q1 | $868K | Buy |
+24,114
| New | +$868K | 0.14% | 164 |
|