Carson Wealth (CWM LLC)’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
16,154
+13,444
| +496% | +$1.26M | 0.01% | 1053 |
|
|
2025
Q1 | $212K | Sell |
2,710
-58
| -2% | -$4.54K | ﹤0.01% | 1883 |
|
|
2024
Q4 | $238K | Buy |
2,768
+1,922
| +227% | +$165K | ﹤0.01% | 1718 |
|
|
2024
Q3 | $70K | Sell |
846
-240
| -22% | -$19.9K | ﹤0.01% | 2438 |
|
|
2024
Q2 | $88K | Buy |
1,086
+243
| +29% | +$19.7K | ﹤0.01% | 2046 |
|
|
2024
Q1 | $64K | Buy |
+843
| New | +$64K | ﹤0.01% | 2143 |
|
|
2023
Q3 | – | Sell |
-570
| Closed | -$35K | – | 4420 |
|
|
2023
Q2 | $35K | Sell |
570
-4,389
| -89% | -$270K | ﹤0.01% | 2250 |
|
|
2023
Q1 | $276K | Buy |
4,959
+4,245
| +595% | +$236K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $35K | Buy |
+714
| New | +$35K | ﹤0.01% | 1978 |
|