Concord Wealth Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,116
Closed -$182K 918
2024
Q4
$182K Hold
2,116
0.03% 205
2024
Q3
$175K Hold
2,116
0.03% 212
2024
Q2
$172K Hold
2,116
0.03% 205
2024
Q1
$161K Hold
2,116
0.03% 225
2023
Q4
$147K Hold
2,116
0.03% 239
2023
Q3
$127K Hold
2,116
0.03% 256
2023
Q2
$132K Hold
2,116
0.03% 241
2023
Q1
$118K Hold
2,116
0.03% 228
2022
Q4
$103K Buy
+2,116
New +$103K 0.03% 246