Cherry Tree Wealth Management’s Nuveen ESG Large-Cap ETF NULC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.4K | Hold |
825
| – | – | 0.01% | 271 |
|
|
2025
Q1 | $36.2K | Hold |
825
| – | – | 0.01% | 280 |
|
|
2024
Q4 | $37.5K | Hold |
825
| – | – | 0.01% | 274 |
|
|
2024
Q3 | $38.2K | Hold |
825
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $36.2K | Hold |
825
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $35.6K | Hold |
825
| – | – | 0.01% | 274 |
|
|
2023
Q4 | $32.1K | Hold |
825
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $29.1K | Hold |
825
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $29.9K | Buy |
+825
| New | +$29.9K | 0.01% | 259 |
|