Householder Group Estate & Retirement Specialist’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,054
| Closed | -$294K | – | 968 |
|
|
2024
Q3 | $294K | Buy |
7,054
+218
| +3% | +$9.09K | 0.09% | 191 |
|
|
2024
Q2 | $258K | Buy |
6,836
+210
| +3% | +$7.93K | 0.07% | 210 |
|
|
2024
Q1 | $257K | Buy |
+6,626
| New | +$257K | 0.08% | 209 |
|
|
2023
Q1 | $57K | Buy |
+1,680
| New | +$57K | 0.02% | 417 |
|
|
2022
Q4 | – | Sell |
-2,738
| Closed | -$84K | – | 835 |
|
|
2022
Q3 | $84K | Buy |
+2,738
| New | +$84K | 0.03% | 298 |
|