Kingswood Wealth Advisors’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 | $1.01M | Buy |
24,069
+2,975
| +14% | +$125K | 0.08% | 262 |
|
|
2025
Q1 | $854K | Sell |
21,094
-3,843
| -15% | -$156K | 0.08% | 282 |
|
|
2024
Q4 | $982K | Sell |
24,937
-23,413
| -48% | -$922K | 0.07% | 275 |
|
|
2024
Q3 | $2.02M | Buy |
48,350
+2,625
| +6% | +$110K | 0.14% | 165 |
|
|
2024
Q2 | $1.73M | Buy |
45,725
+23,575
| +106% | +$891K | 0.16% | 131 |
|
|
2024
Q1 | $861K | Sell |
22,150
-18,100
| -45% | -$703K | 0.1% | 229 |
|
|
2023
Q4 | $1.45M | Buy |
40,250
+3,000
| +8% | +$108K | 0.16% | 143 |
|
|
2023
Q3 | $1.25M | Buy |
+37,250
| New | +$1.25M | 0.21% | 123 |
|