BSW Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
95,934
-25,114
| -21% | -$1.05M | 0.55% | 33 |
|
|
2025
Q1 | $4.9M | Sell |
121,048
-16,372
| -12% | -$663K | 0.74% | 27 |
|
|
2024
Q4 | $5.41M | Sell |
137,420
-8,330
| -6% | -$328K | 0.79% | 26 |
|
|
2024
Q3 | $6.08M | Sell |
145,750
-3,613
| -2% | -$151K | 0.91% | 20 |
|
|
2024
Q2 | $5.64M | Sell |
149,363
-15,281
| -9% | -$577K | 0.93% | 22 |
|
|
2024
Q1 | $6.4M | Sell |
164,644
-4,977
| -3% | -$193K | 1.08% | 21 |
|
|
2023
Q4 | $6.09M | Sell |
169,621
-2,202
| -1% | -$79.1K | 1.21% | 16 |
|
|
2023
Q3 | $5.77M | Sell |
171,823
-277
| -0.2% | -$9.3K | 1.28% | 14 |
|
|
2023
Q2 | $5.96M | Buy |
172,100
+4,195
| +2% | +$145K | 1.24% | 15 |
|
|
2023
Q1 | $5.72M | Sell |
167,905
-962
| -0.6% | -$32.8K | 1.17% | 16 |
|
|
2022
Q4 | $5.78M | Sell |
168,867
-13,274
| -7% | -$455K | 1.24% | 17 |
|
|
2022
Q3 | $5.62M | Buy |
182,141
+16,222
| +10% | +$501K | 1.38% | 14 |
|
|
2022
Q2 | $5.54M | Buy |
+165,919
| New | +$5.54M | 1.33% | 13 |
|