HSWS
Higgins & Schmidt Wealth Strategies’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,917
| Closed | -$289K | – | 62 |
|
|
2024
Q3 | $289K | Sell |
6,917
-139
| -2% | -$5.8K | 0.19% | 42 |
|
|
2024
Q2 | $267K | Hold |
7,056
| – | – | 0.19% | 41 |
|
|
2024
Q1 | $274K | Hold |
7,056
| – | – | 0.2% | 40 |
|
|
2023
Q4 | $253K | Buy |
+7,056
| New | +$253K | 0.2% | 39 |
|