Carson Wealth (CWM LLC)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.2M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $43K | Hold |
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|
2024
Q2 | $39K | Buy |
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|
2024
Q1 | $38K | Hold |
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|
2023
Q4 | $35K | Hold |
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|
2023
Q3 | $33K | Sell |
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|
2023
Q2 | $180K | Sell |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $137K | Hold |
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|
2022
Q1 | $156K | Buy |
|