APP
Avantax Planning Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
5,860
-5,192
| -47% | -$218K | 0.01% | 394 |
|
|
2025
Q1 | $447K | Sell |
11,052
-192
| -2% | -$7.77K | 0.02% | 275 |
|
|
2024
Q4 | $443K | Sell |
11,244
-1,295
| -10% | -$51K | 0.02% | 276 |
|
|
2024
Q3 | $523K | Sell |
12,539
-80,906
| -87% | -$3.38M | 0.02% | 250 |
|
|
2024
Q2 | $3.53M | Sell |
93,445
-1,866
| -2% | -$70.5K | 0.11% | 104 |
|
|
2024
Q1 | $3.7M | Buy |
95,311
+214
| +0.2% | +$8.32K | 0.12% | 105 |
|
|
2023
Q4 | $3.41M | Sell |
95,097
-314
| -0.3% | -$11.3K | 0.13% | 84 |
|
|
2023
Q3 | $3.2M | Sell |
95,411
-12,379
| -11% | -$416K | 0.13% | 80 |
|
|
2023
Q2 | $3.73M | Sell |
107,790
-2,416
| -2% | -$83.7K | 0.15% | 74 |
|
|
2023
Q1 | $3.75M | Sell |
110,206
-4,693
| -4% | -$160K | 0.15% | 70 |
|
|
2022
Q4 | $3.93M | Buy |
114,899
+8,294
| +8% | +$284K | 0.16% | 71 |
|
|
2022
Q3 | $3.29M | Sell |
106,605
-4,414
| -4% | -$136K | 0.15% | 74 |
|
|
2022
Q2 | $3.71M | Sell |
111,019
-12,241
| -10% | -$409K | 0.16% | 73 |
|
|
2022
Q1 | $4.69M | Sell |
123,260
-2,127
| -2% | -$80.9K | 0.19% | 58 |
|
|
2021
Q4 | $4.87M | Buy |
125,387
+6,057
| +5% | +$235K | 0.2% | 46 |
|
|
2021
Q3 | $4.47M | Buy |
119,330
+5,792
| +5% | +$217K | 0.21% | 39 |
|
|
2021
Q2 | $4.29M | Sell |
113,538
-6,332
| -5% | -$239K | 0.2% | 41 |
|
|
2021
Q1 | $4.34M | Sell |
119,870
-22,787
| -16% | -$825K | 0.22% | 35 |
|
|
2020
Q4 | $4.7M | Sell |
142,657
-7,816
| -5% | -$257K | 0.24% | 35 |
|
|
2020
Q3 | $4.38M | Sell |
150,473
-6,395
| -4% | -$186K | 0.23% | 37 |
|
|
2020
Q2 | $4.38M | Buy |
156,868
+88,744
| +130% | +$2.48M | 0.25% | 38 |
|
|
2020
Q1 | $1.66M | Sell |
68,124
-63,463
| -48% | -$1.55M | 0.12% | 70 |
|
|
2019
Q4 | $4.32M | Buy |
131,587
+38,643
| +42% | +$1.27M | 0.25% | 33 |
|
|
2019
Q3 | $2.9M | Buy |
92,944
+22,460
| +32% | +$702K | 0.18% | 48 |
|
|
2019
Q2 | $2.15M | Buy |
70,484
+44,414
| +170% | +$1.35M | 0.14% | 62 |
|
|
2019
Q1 | $764K | Buy |
+26,070
| New | +$764K | 0.05% | 123 |
|