FWP
Falcon Wealth Planning’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
15,491
+2,865
| +23% | +$269K | 0.15% | 59 |
|
|
2025
Q1 | $988K | Buy |
12,626
+3,611
| +40% | +$283K | 0.11% | 66 |
|
|
2024
Q4 | $774K | Sell |
9,015
-647
| -7% | -$55.5K | 0.09% | 74 |
|
|
2024
Q3 | $798K | Buy |
9,662
+1,833
| +23% | +$151K | 0.09% | 71 |
|
|
2024
Q2 | $635K | Sell |
7,829
-275
| -3% | -$22.3K | 0.08% | 68 |
|
|
2024
Q1 | $618K | Buy |
8,104
+438
| +6% | +$33.4K | 0.1% | 69 |
|
|
2023
Q4 | $533K | Sell |
7,666
-237
| -3% | -$16.5K | 0.09% | 68 |
|
|
2023
Q3 | $474K | Buy |
7,903
+481
| +6% | +$28.8K | 0.1% | 64 |
|
|
2023
Q2 | $462K | Buy |
7,422
+1,527
| +26% | +$95K | 0.1% | 62 |
|
|
2023
Q1 | $329K | Buy |
5,895
+940
| +19% | +$52.4K | 0.08% | 70 |
|
|
2022
Q4 | $242K | Buy |
+4,955
| New | +$242K | 0.07% | 79 |
|