Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,362
| Closed | -$84.8K | – | 654 |
|
|
2023
Q4 | $84.8K | Buy |
2,362
+354
| +18% | +$12.7K | 0.01% | 230 |
|
|
2023
Q3 | $67.4K | Hold |
2,008
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $69.6K | Buy |
2,008
+903
| +82% | +$31.3K | 0.01% | 257 |
|
|
2023
Q1 | $37.6K | Buy |
1,105
+38
| +4% | +$1.3K | 0.01% | 348 |
|
|
2022
Q4 | $36.5K | Buy |
1,067
+852
| +396% | +$29.2K | 0.01% | 343 |
|
|
2022
Q3 | $7K | Buy |
+215
| New | +$7K | ﹤0.01% | 546 |
|