Atlas Capital Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3K | Sell |
914
-456
| -33% | -$19.1K | ﹤0.01% | 650 |
|
|
2025
Q1 | $55.5K | Sell |
1,370
-37,962
| -97% | -$1.54M | 0.01% | 617 |
|
|
2024
Q4 | $1.55M | Buy |
39,332
+37,048
| +1,622% | +$1.46M | 0.2% | 91 |
|
|
2024
Q3 | $95.3K | Hold |
2,284
| – | – | 0.01% | 502 |
|
|
2024
Q2 | $86.3K | Hold |
2,284
| – | – | 0.01% | 520 |
|
|
2024
Q1 | $88.8K | Hold |
2,284
| – | – | 0.01% | 496 |
|
|
2023
Q4 | $82K | Sell |
2,284
-3,469
| -60% | -$125K | 0.01% | 528 |
|
|
2023
Q3 | $193K | Sell |
5,753
-986
| -15% | -$33.1K | 0.03% | 359 |
|
|
2023
Q2 | $234K | Sell |
6,739
-260
| -4% | -$9.01K | 0.04% | 338 |
|
|
2023
Q1 | $238K | Hold |
6,999
| – | – | 0.04% | 327 |
|
|
2022
Q4 | $240K | Sell |
6,999
-194
| -3% | -$6.64K | 0.04% | 312 |
|
|
2022
Q3 | $222K | Buy |
7,193
+225
| +3% | +$6.95K | 0.04% | 329 |
|
|
2022
Q2 | $233K | Sell |
6,968
-805
| -10% | -$26.9K | 0.04% | 347 |
|
|
2022
Q1 | $296K | Hold |
7,773
| – | – | 0.05% | 290 |
|
|
2021
Q4 | $302K | Buy |
7,773
+186
| +2% | +$7.23K | 0.05% | 296 |
|
|
2021
Q3 | $284K | Buy |
7,587
+64
| +0.9% | +$2.4K | 0.05% | 294 |
|
|
2021
Q2 | $284K | Sell |
7,523
-35
| -0.5% | -$1.32K | 0.05% | 309 |
|
|
2021
Q1 | $274K | Buy |
7,558
+3,100
| +70% | +$112K | 0.05% | 285 |
|
|
2020
Q4 | $147K | Buy |
+4,458
| New | +$147K | 0.03% | 342 |
|
|
2020
Q3 | – | Sell |
-4,958
| Closed | -$138K | – | 496 |
|
|
2020
Q2 | $138K | Sell |
4,958
-750
| -13% | -$20.9K | 0.03% | 358 |
|
|
2020
Q1 | $139K | Hold |
5,708
| – | – | 0.04% | 323 |
|
|
2019
Q4 | $187K | Buy |
+5,708
| New | +$187K | 0.05% | 326 |
|