Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.57K | Sell |
46
-41
| -47% | -$1.4K | ﹤0.01% | 171 |
|
|
2022
Q4 | $2.98K | Hold |
87
| – | – | ﹤0.01% | 184 |
|
|
2022
Q3 | $3K | Sell |
87
-1,570
| -95% | -$54.1K | ﹤0.01% | 182 |
|
|
2022
Q2 | $55K | Sell |
1,657
-99,796
| -98% | -$3.31M | 0.02% | 82 |
|
|
2022
Q1 | $3.86M | Sell |
101,453
-15,637
| -13% | -$595K | 1.46% | 18 |
|
|
2021
Q4 | $4.55M | Buy |
117,090
+109,402
| +1,423% | +$4.25M | 1.84% | 15 |
|
|
2021
Q3 | $288K | Buy |
7,688
+1,150
| +18% | +$43.1K | 0.13% | 50 |
|
|
2021
Q2 | $247K | Buy |
+6,538
| New | +$247K | 0.12% | 57 |
|