CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $291K | Hold |
6,977
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $264K | Hold |
6,977
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $271K | Sell |
6,977
-1,978
| -22% | -$76.9K | 0.08% | 132 |
|
|
2023
Q4 | $322K | Hold |
8,955
| – | – | 0.1% | 117 |
|
|
2023
Q3 | $301K | Hold |
8,955
| – | – | 0.11% | 111 |
|
|
2023
Q2 | $310K | Hold |
8,955
| – | – | 0.11% | 111 |
|
|
2023
Q1 | $305K | Hold |
8,955
| – | – | 0.12% | 113 |
|
|
2022
Q4 | $307K | Buy |
+8,955
| New | +$307K | 0.13% | 115 |
|