TRADITION WEALTH MANAGEMENT, LLC – Nuveen ESG Small-Cap ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$381,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.28%
quarter
Nuveen ESG Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.91% | 223 shares | -2K | $32.06 | 11.88K |
| Q2 2022 | share | Increase | +0.22% | 26 shares | -81K | $32.81 | 11.66K |
| Q1 2022 | share | Increase | +19.88% | 1.93K shares | 56K | $39.84 | 11.63K |
| Q4 2021 | share | Increase | +70.04% | 3.99K shares | 160K | $42.01 | 9.70K |
| Q3 2021 | share | Increase | +6.35% | 341 shares | 6K | $43.48 | 5.71K |
| Q2 2021 | share | Increase | +12.20% | 584 shares | 36K | $45.15 | 5.36K |
| Q1 2021 | share | Increase | +18.50% | 747 shares | 51K | $43.03 | 4.78K |
| Q4 2020 | share | Increase | 0.00% | 4.03K shares | 155K | $38.34 | 4.03K |