Kelman-Lazarov Inc’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
3,912
| – | – | 0.06% | 89 |
|
|
2025
Q1 | $306K | Sell |
3,912
-434
| -10% | -$34K | 0.06% | 91 |
|
|
2024
Q4 | $373K | Hold |
4,346
| – | – | 0.07% | 83 |
|
|
2024
Q3 | $359K | Hold |
4,346
| – | – | 0.06% | 84 |
|
|
2024
Q2 | $353K | Sell |
4,346
-377
| -8% | -$30.6K | 0.07% | 82 |
|
|
2024
Q1 | $360K | Sell |
4,723
-553
| -10% | -$42.2K | 0.07% | 81 |
|
|
2023
Q4 | $367K | Sell |
5,276
-19
| -0.4% | -$1.32K | 0.08% | 78 |
|
|
2023
Q3 | $318K | Sell |
5,295
-999
| -16% | -$59.9K | 0.08% | 78 |
|
|
2023
Q2 | $392K | Sell |
6,294
-45
| -0.7% | -$2.8K | 0.09% | 72 |
|
|
2023
Q1 | $353K | Buy |
6,339
+125
| +2% | +$6.97K | 0.09% | 76 |
|
|
2022
Q4 | $304K | Sell |
6,214
-941
| -13% | -$46K | 0.09% | 78 |
|
|
2022
Q3 | $330K | Sell |
7,155
-691
| -9% | -$31.9K | 0.11% | 65 |
|
|
2022
Q2 | $378K | Buy |
7,846
+926
| +13% | +$44.6K | 0.13% | 59 |
|
|
2022
Q1 | $420K | Buy |
6,920
+470
| +7% | +$28.5K | 0.14% | 55 |
|
|
2021
Q4 | $442K | Sell |
6,450
-96
| -1% | -$6.58K | 0.14% | 57 |
|
|
2021
Q3 | $428K | Buy |
6,546
+804
| +14% | +$52.6K | 0.15% | 51 |
|
|
2021
Q2 | $370K | Buy |
5,742
+614
| +12% | +$39.6K | 0.13% | 57 |
|
|
2021
Q1 | $297K | Buy |
5,128
+1,261
| +33% | +$73K | 0.11% | 67 |
|
|
2020
Q4 | $218K | Buy |
+3,867
| New | +$218K | 0.08% | 73 |
|