BAM
Baldrige Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $468K | Buy |
13,740
+404
| +3% | +$13.8K | 0.19% | 72 |
|
|
2022
Q4 | $457K | Buy |
13,336
+1,462
| +12% | +$50.1K | 0.2% | 69 |
|
|
2022
Q3 | $367K | Buy |
11,874
+3,202
| +37% | +$99K | 0.17% | 77 |
|
|
2022
Q2 | $289K | Sell |
8,672
-4,242
| -33% | -$141K | 0.13% | 90 |
|
|
2022
Q1 | $491K | Buy |
12,914
+5,481
| +74% | +$208K | 0.2% | 75 |
|
|
2021
Q4 | $289K | Buy |
7,433
+3,117
| +72% | +$121K | 0.11% | 92 |
|
|
2021
Q3 | $162K | Buy |
4,316
+1,186
| +38% | +$44.5K | 0.07% | 108 |
|
|
2021
Q2 | $118K | Buy |
+3,130
| New | +$118K | 0.05% | 122 |
|