Kingswood Wealth Advisors’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 | $1.13M | Sell |
12,055
-48
| -0.4% | -$4.51K | 0.09% | 239 |
|
|
2025
Q1 | $947K | Sell |
12,103
-1,759
| -13% | -$138K | 0.09% | 256 |
|
|
2024
Q4 | $1.19M | Sell |
13,862
-11,366
| -45% | -$976K | 0.09% | 235 |
|
|
2024
Q3 | $2.08M | Sell |
25,228
-499
| -2% | -$41.2K | 0.15% | 157 |
|
|
2024
Q2 | $2.09M | Buy |
25,727
+9,400
| +58% | +$763K | 0.19% | 113 |
|
|
2024
Q1 | $1.25M | Sell |
16,327
-6,501
| -28% | -$496K | 0.14% | 164 |
|
|
2023
Q4 | $1.59M | Buy |
22,828
+1,900
| +9% | +$132K | 0.18% | 132 |
|
|
2023
Q3 | $1.26M | Buy |
+20,928
| New | +$1.26M | 0.21% | 122 |
|