WealthShield Partners’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 | $1.23M | Sell |
30,177
-4,619
| -13% | -$188K | 0.15% | 154 |
|
2025
Q1 | $1.33M | Buy |
34,796
+185
| +0.5% | +$7.09K | 0.17% | 136 |
|
2024
Q4 | $1.45M | Buy |
34,611
+1,156
| +3% | +$48.4K | 0.21% | 117 |
|
2024
Q3 | $1.43M | Buy |
33,455
+63
| +0.2% | +$2.7K | 0.19% | 127 |
|
2024
Q2 | $1.31M | Buy |
33,392
+394
| +1% | +$15.5K | 0.2% | 120 |
|
2024
Q1 | $1.37M | Buy |
32,998
+127
| +0.4% | +$5.28K | 0.22% | 119 |
|
2023
Q4 | $1.29M | Buy |
32,871
+1,801
| +6% | +$70.4K | 0.21% | 120 |
|
2023
Q3 | $1.08M | Sell |
31,070
-249
| -0.8% | -$8.67K | 0.16% | 139 |
|
2023
Q2 | $1.16M | Buy |
31,319
+27
| +0.1% | +$999 | 0.17% | 135 |
|
2023
Q1 | $1.11M | Sell |
31,292
-495
| -2% | -$17.5K | 0.18% | 138 |
|
2022
Q4 | $1.09M | Buy |
31,787
+1,245
| +4% | +$42.6K | 0.21% | 123 |
|
2022
Q3 | $979K | Sell |
30,542
-61
| -0.2% | -$1.96K | 0.19% | 126 |
|
2022
Q2 | $1M | Buy |
30,603
+2,266
| +8% | +$74.3K | 0.2% | 123 |
|
2022
Q1 | $1.13M | Buy |
+28,337
| New | +$1.13M | 0.18% | 134 |
|
2021
Q2 | – | Sell |
-218
| Closed | -$9K | – | 1024 |
|
2021
Q1 | $9K | Buy |
+218
| New | +$9K | ﹤0.01% | 829 |
|
2020
Q4 | – | Sell |
-291
| Closed | -$9K | – | 366 |
|
2020
Q3 | $9K | Hold |
291
| – | – | ﹤0.01% | 350 |
|
2020
Q2 | $8K | Hold |
291
| – | – | ﹤0.01% | 297 |
|
2020
Q1 | $6K | Hold |
291
| – | – | ﹤0.01% | 233 |
|
2019
Q4 | $9K | Sell |
291
-91
| -24% | -$2.81K | ﹤0.01% | 247 |
|
2019
Q3 | $11K | Buy |
+382
| New | +$11K | 0.01% | 235 |
|
2019
Q2 | – | Sell |
-382
| Closed | -$11K | – | 266 |
|
2019
Q1 | $11K | Buy |
+382
| New | +$11K | 0.01% | 233 |
|