Financial Advocates Investment Management’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
Q1 | – | Sell |
-5,829
| Closed | -$229K | – | 751 |
|
|
2024
Q4 | $229K | Buy |
5,829
+61
| +1% | +$2.4K | 0.01% | 668 |
|
|
2024
Q3 | $241K | Buy |
5,768
+121
| +2% | +$5.05K | 0.01% | 664 |
|
|
2024
Q2 | $213K | Hold |
5,647
| – | – | 0.01% | 658 |
|
|
2024
Q1 | $219K | Buy |
+5,647
| New | +$219K | 0.01% | 691 |
|
|
2023
Q3 | – | Sell |
-6,462
| Closed | -$224K | – | 724 |
|
|
2023
Q2 | $224K | Hold |
6,462
| – | – | 0.02% | 612 |
|
|
2023
Q1 | $220K | Buy |
6,462
+10
| +0.2% | +$341 | 0.02% | 649 |
|
|
2022
Q4 | $221K | Buy |
+6,452
| New | +$221K | 0.02% | 650 |
|