HGWM
Harvest Group Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.03M | Sell |
30,199
-2,562
| -8% | -$87.3K | 0.64% | 26 |
|
|
2022
Q4 | $1.12M | Sell |
32,761
-368
| -1% | -$12.6K | 0.74% | 24 |
|
|
2022
Q3 | $1.07M | Sell |
33,129
-703
| -2% | -$22.8K | 0.71% | 25 |
|
|
2022
Q2 | $1.18M | Buy |
33,832
+343
| +1% | +$12K | 0.73% | 24 |
|
|
2022
Q1 | $1.27M | Buy |
+33,489
| New | +$1.27M | 0.72% | 25 |
|