Intergy Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,574
| Closed | -$262K | – | 73 |
|
|
2023
Q2 | $262K | Hold |
7,574
| – | – | 0.13% | 66 |
|
|
2023
Q1 | $258K | Sell |
7,574
-20
| -0.3% | -$681 | 0.14% | 62 |
|
|
2022
Q4 | $260K | Sell |
7,594
-484
| -6% | -$16.6K | 0.16% | 57 |
|
|
2022
Q3 | $249K | Hold |
8,078
| – | – | 0.18% | 57 |
|
|
2022
Q2 | $270K | Buy |
+8,078
| New | +$270K | 0.21% | 55 |
|