Cherry Tree Wealth Management’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.4K Hold
2025
Q1
$36.2K Hold
2024
Q4
$37.5K Hold
2024
Q3
$38.2K Hold
2024
Q2
$36.2K Hold
2024
Q1
$35.6K Hold
2023
Q4
$32.1K Hold
2023
Q3
$29.1K Hold
2023
Q2
$29.9K Buy