Castle Wealth Management LLC Nuveen Esg Small Cap ETF Transaction History

Castle Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$31.77 - $39.59 $166,728 - $207,768	5,248 New	5,248 $205,000
Q2 2023 Jul 17, 2023	BUY	$33.87 - $37.05 $183,710 - $200,959	5,424 New	5,424 $200,000
Q4 2022 Feb 09, 2023	SELL	$32.62 - $37.2 $169,624 - $193,440	-5,200 Reduced 46.49%	5,985 $204,000
Q3 2022 Nov 07, 2022	SELL	$31.96 - $38.44 $1.18 Million - $1.42 Million	-36,846 Reduced 76.71%	11,185 $359,000
Q2 2022 Aug 01, 2022	BUY	$31.5 - $40.11 $1.51 Million - $1.93 Million	48,031 New	48,031 $1.58 Million

253

23.6M

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