Keener Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Hold |
3,555
| – | – | 0.07% | 59 |
|
|
2025
Q1 | $143K | Buy |
3,555
+63
| +2% | +$2.53K | 0.09% | 53 |
|
|
2024
Q4 | $137K | Sell |
3,492
-148
| -4% | -$5.81K | 0.08% | 61 |
|
|
2024
Q3 | $151K | Hold |
3,640
| – | – | 0.1% | 48 |
|
|
2024
Q2 | $137K | Sell |
3,640
-158
| -4% | -$5.95K | 0.09% | 54 |
|
|
2024
Q1 | $148K | Hold |
3,798
| – | – | 0.1% | 52 |
|
|
2023
Q4 | $136K | Buy |
+3,798
| New | +$136K | 0.11% | 58 |
|