Falcon Wealth Planning’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
Q3 | $1.62M | Buy |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $922K | Buy |
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|
2024
Q4 | $713K | Sell |
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|
2024
Q3 | $815K | Buy |
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|
2024
Q2 | $612K | Buy |
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|
2024
Q1 | $610K | Buy |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $265K | Buy |
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