Beacon Financial Advisory’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,504
| Closed | -$215K | – | 334 |
|
|
2024
Q4 | $215K | Buy |
2,504
+4
| +0.2% | +$343 | 0.07% | 275 |
|
|
2024
Q3 | $207K | Hold |
2,500
| – | – | 0.07% | 279 |
|
|
2024
Q2 | $203K | Sell |
2,500
-830
| -25% | -$67.4K | 0.08% | 273 |
|
|
2024
Q1 | $254K | Buy |
3,330
+2
| +0.1% | +$153 | 0.12% | 200 |
|
|
2023
Q4 | $231K | Buy |
+3,328
| New | +$231K | 0.11% | 221 |
|
|
2023
Q3 | – | Sell |
-3,315
| Closed | -$206K | – | 230 |
|
|
2023
Q2 | $206K | Buy |
+3,315
| New | +$206K | 0.12% | 205 |
|
|
2022
Q2 | – | Sell |
-3,302
| Closed | -$201K | – | 235 |
|
|
2022
Q1 | $201K | Hold |
3,302
| – | – | 0.1% | 229 |
|
|
2021
Q4 | $226K | Buy |
3,302
+166
| +5% | +$11.4K | 0.1% | 221 |
|
|
2021
Q3 | $205K | Hold |
3,136
| – | – | 0.11% | 223 |
|
|
2021
Q2 | $202K | Buy |
+3,136
| New | +$202K | 0.11% | 214 |
|