Carson Wealth (CWM LLC)’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 | $1.46M | Buy |
34,898
+29,698
| +571% | +$1.25M | 0.01% | 1073 |
|
|
2025
Q1 | $211K | Buy |
5,200
+32
| +0.6% | +$1.3K | ﹤0.01% | 1889 |
|
|
2024
Q4 | $203K | Buy |
5,168
+4,133
| +399% | +$162K | ﹤0.01% | 1812 |
|
|
2024
Q3 | $43K | Hold |
1,035
| – | – | ﹤0.01% | 2801 |
|
|
2024
Q2 | $39K | Buy |
1,035
+55
| +6% | +$2.07K | ﹤0.01% | 2639 |
|
|
2024
Q1 | $38K | Hold |
980
| – | – | ﹤0.01% | 2481 |
|
|
2023
Q4 | $35K | Hold |
980
| – | – | ﹤0.01% | 2394 |
|
|
2023
Q3 | $33K | Sell |
980
-4,203
| -81% | -$142K | ﹤0.01% | 2346 |
|
|
2023
Q2 | $180K | Sell |
5,183
-4,205
| -45% | -$146K | ﹤0.01% | 1292 |
|
|
2023
Q1 | $320K | Buy |
9,388
+5,185
| +123% | +$177K | ﹤0.01% | 1036 |
|
|
2022
Q4 | $144K | Buy |
4,203
+88
| +2% | +$3.02K | ﹤0.01% | 1227 |
|
|
2022
Q3 | $127K | Hold |
4,115
| – | – | ﹤0.01% | 1238 |
|
|
2022
Q2 | $137K | Hold |
4,115
| – | – | ﹤0.01% | 1186 |
|
|
2022
Q1 | $156K | Buy |
+4,115
| New | +$156K | ﹤0.01% | 1146 |
|