HGWM
Harvest Group Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $343K | Sell |
6,149
-427
| -6% | -$23.8K | 0.21% | 42 |
|
|
2022
Q4 | $321K | Sell |
6,576
-252
| -4% | -$12.3K | 0.21% | 46 |
|
|
2022
Q3 | $322K | Sell |
6,828
-939
| -12% | -$44.3K | 0.21% | 46 |
|
|
2022
Q2 | $413K | Sell |
7,767
-2,892
| -27% | -$154K | 0.25% | 47 |
|
|
2022
Q1 | $647K | Sell |
10,659
-70,975
| -87% | -$4.31M | 0.37% | 36 |
|
|
2021
Q4 | $5.6M | Sell |
81,634
-42,653
| -34% | -$2.92M | 3.14% | 16 |
|
|
2021
Q3 | $8.14M | Buy |
124,287
+3,646
| +3% | +$239K | 4.78% | 7 |
|
|
2021
Q2 | $7.78M | Buy |
120,641
+6,542
| +6% | +$422K | 4.64% | 8 |
|
|
2021
Q1 | $7.12M | Buy |
114,099
+11,073
| +11% | +$691K | 4.47% | 11 |
|
|
2020
Q4 | $5.8M | Buy |
103,026
+10,758
| +12% | +$606K | 3.46% | 15 |
|
|
2020
Q3 | $4.7M | Sell |
92,268
-2,949
| -3% | -$150K | 3.26% | 15 |
|
|
2020
Q2 | $4.37M | Buy |
95,217
+71,472
| +301% | +$3.28M | 3.65% | 14 |
|
|
2020
Q1 | $837K | Buy |
23,745
+18,158
| +325% | +$640K | 0.84% | 18 |
|
|
2019
Q4 | $231K | Buy |
+5,587
| New | +$231K | 0.2% | 28 |
|