GeoWealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,260
| Closed | -$623K | – | 1560 |
|
|
2024
Q4 | $623K | Buy |
+7,260
| New | +$623K | 0.02% | 416 |
|
|
2024
Q2 | – | Sell |
-4,964
| Closed | -$379K | – | 923 |
|
|
2024
Q1 | $379K | Buy |
+4,964
| New | +$379K | 0.01% | 507 |
|
|
2023
Q4 | – | Sell |
-5,800
| Closed | -$348K | – | 709 |
|
|
2023
Q3 | $348K | Buy |
+5,800
| New | +$348K | 0.04% | 225 |
|
|
2023
Q1 | – | Sell |
-45,941
| Closed | -$2.25M | – | 421 |
|
|
2022
Q4 | $2.25M | Buy |
+45,941
| New | +$2.25M | 0.24% | 72 |
|
|
2021
Q4 | – | Sell |
-3,106
| Closed | -$203K | – | 405 |
|
|
2021
Q3 | $203K | Buy |
+3,106
| New | +$203K | 0.02% | 290 |
|