Geneos Wealth Management’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
Q1 | – | Sell |
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2024
Q4 | $8.82K | Hold |
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2024
Q3 | $9.35K | Sell |
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2024
Q2 | $10.4K | Hold |
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2024
Q1 | $10.7K | Sell |
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2023
Q4 | $16.1K | Sell |
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2023
Q3 | $20K | Sell |
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2023
Q2 | $22.6K | Hold |
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2023
Q1 | $22.2K | Hold |
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2022
Q4 | $22.3K | Hold |
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2022
Q3 | $20K | Hold |
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2022
Q2 | $21K | Hold |
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2022
Q1 | $24K | Hold |
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2021
Q4 | $25K | Hold |
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2021
Q3 | $24K | Hold |
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2021
Q2 | $24K | Sell |
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2021
Q1 | $25K | Sell |
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2020
Q4 | $73K | Buy |
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