Avantax Planning Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $3.53M | Sell |
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|
2024
Q1 | $3.7M | Buy |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $3.73M | Sell |
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|
2023
Q1 | $3.75M | Sell |
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|
2022
Q4 | $3.93M | Buy |
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|
2022
Q3 | $3.29M | Sell |
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|
2022
Q2 | $3.71M | Sell |
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|
2022
Q1 | $4.69M | Sell |
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|
2021
Q4 | $4.87M | Buy |
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|
2021
Q3 | $4.47M | Buy |
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|
2021
Q2 | $4.29M | Sell |
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|
2021
Q1 | $4.34M | Sell |
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|
2020
Q4 | $4.7M | Sell |
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|
2020
Q3 | $4.38M | Sell |
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|
2020
Q2 | $4.38M | Buy |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $4.32M | Buy |
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|
2019
Q3 | $2.9M | Buy |
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|
2019
Q2 | $2.15M | Buy |
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|
2019
Q1 | $764K | Buy |
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