Key Financial Inc’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 | $96.4K | Hold |
2,301
| – | – | 0.02% | 390 |
|
|
2025
Q1 | $93.2K | Hold |
2,301
| – | – | 0.02% | 372 |
|
|
2024
Q4 | $90.6K | Sell |
2,301
-1,410
| -38% | -$55.5K | 0.02% | 373 |
|
|
2024
Q3 | $155K | Hold |
3,711
| – | – | 0.03% | 277 |
|
|
2024
Q2 | $140K | Hold |
3,711
| – | – | 0.03% | 281 |
|
|
2024
Q1 | $144K | Hold |
3,711
| – | – | 0.04% | 259 |
|
|
2023
Q4 | $133K | Hold |
3,711
| – | – | 0.04% | 257 |
|
|
2023
Q3 | $125K | Hold |
3,711
| – | – | 0.04% | 254 |
|
|
2023
Q2 | $129K | Hold |
3,711
| – | – | 0.04% | 255 |
|
|
2023
Q1 | $126K | Buy |
3,711
+1,510
| +69% | +$51.4K | 0.05% | 247 |
|
|
2022
Q4 | $67.9K | Hold |
2,201
| – | – | 0.03% | 312 |
|
|
2022
Q3 | $68K | Hold |
2,201
| – | – | 0.03% | 314 |
|
|
2022
Q2 | $74K | Buy |
2,201
+311
| +16% | +$10.5K | 0.04% | 292 |
|
|
2022
Q1 | $72K | Hold |
1,890
| – | – | 0.04% | 311 |
|
|
2021
Q4 | $73K | Hold |
1,890
| – | – | 0.04% | 289 |
|
|
2021
Q3 | $71K | Hold |
1,890
| – | – | 0.04% | 284 |
|
|
2021
Q2 | $72K | Buy |
1,890
+480
| +34% | +$18.3K | 0.04% | 287 |
|
|
2021
Q1 | $51K | Buy |
1,410
+445
| +46% | +$16.1K | 0.03% | 272 |
|
|
2020
Q4 | $32K | Buy |
+965
| New | +$32K | 0.02% | 311 |
|