Concord Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
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2025
Q1 | $521K | Sell |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $894K | Sell |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $3.5M | Sell |
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|
2023
Q3 | $4.18M | Sell |
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|
2023
Q2 | $4.76M | Buy |
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|
2023
Q1 | $4.43M | Sell |
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|
2022
Q4 | $4.53M | Buy |
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|
2022
Q3 | $3.95M | Sell |
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|
2022
Q2 | $4.55M | Buy |
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|
2022
Q1 | $4.72M | Buy |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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