EP Wealth Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
2,199
+516
| +31% | +$57.4K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $123K | Buy |
1,683
+368
| +28% | +$27K | ﹤0.01% | 1217 |
|
|
2024
Q4 | $107K | Buy |
+1,315
| New | +$107K | ﹤0.01% | 1198 |
|
|
2024
Q2 | – | Sell |
-1,700
| Closed | -$129K | – | 881 |
|
|
2024
Q1 | $129K | Hold |
1,700
| – | – | ﹤0.01% | 781 |
|
|
2023
Q4 | $122K | Buy |
+1,700
| New | +$122K | ﹤0.01% | 767 |
|