Curtis Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.07M | Hold |
25,501
| – | – | 0.27% | 49 |
|
2025
Q1 | $1.03M | Hold |
25,501
| – | – | 0.3% | 50 |
|
2024
Q4 | $1M | Sell |
25,501
-228
| -0.9% | -$8.98K | 0.27% | 49 |
|
2024
Q3 | $1.07M | Sell |
25,729
-764
| -3% | -$31.9K | 0.3% | 45 |
|
2024
Q2 | $1M | Buy |
26,493
+468
| +2% | +$17.7K | 0.35% | 45 |
|
2024
Q1 | $1.01M | Buy |
26,025
+10,548
| +68% | +$410K | 0.39% | 46 |
|
2023
Q4 | $556K | Hold |
15,477
| – | – | 0.25% | 51 |
|
2023
Q3 | $520K | Hold |
15,477
| – | – | 0.17% | 56 |
|
2023
Q2 | $536K | Buy |
15,477
+7,396
| +92% | +$256K | 0.17% | 57 |
|
2023
Q1 | $275K | Buy |
+8,081
| New | +$275K | 0.1% | 74 |
|