CTWM
Cherry Tree Wealth Management’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 | $89.3K | Hold |
951
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $74.4K | Hold |
951
| – | – | 0.02% | 233 |
|
|
2024
Q4 | $81.6K | Hold |
951
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $78.6K | Hold |
951
| – | – | 0.02% | 234 |
|
|
2024
Q2 | $77.2K | Hold |
951
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $72.5K | Hold |
951
| – | – | 0.02% | 230 |
|
|
2023
Q4 | $66.1K | Hold |
951
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $57K | Sell |
951
-234
| -20% | -$14K | 0.02% | 224 |
|
|
2023
Q2 | $73.7K | Buy |
+1,185
| New | +$73.7K | 0.02% | 210 |
|