BHWA
Beacon Harbor Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-155,040
| Closed | -$8.73M | – | 75 |
|
|
2020
Q4 | $8.73M | Buy |
155,040
+1,271
| +0.8% | +$71.6K | 3.56% | 5 |
|
|
2020
Q3 | $7.83M | Sell |
153,769
-38,123
| -20% | -$1.94M | 3.82% | 6 |
|
|
2020
Q2 | $8.8M | Buy |
191,892
+2,917
| +2% | +$134K | 5.06% | 5 |
|
|
2020
Q1 | $6.66M | Buy |
+188,975
| New | +$6.66M | 5.03% | 4 |
|