LWP
Laurel Wealth Planning’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
36,838
+638
| +2% | +$59.9K | 1.97% | 20 |
|
|
2025
Q1 | $2.83M | Sell |
36,200
-158
| -0.4% | -$12.4K | 1.88% | 18 |
|
|
2024
Q4 | $3.12M | Sell |
36,358
-296
| -0.8% | -$25.4K | 2.01% | 18 |
|
|
2024
Q3 | $3.03M | Sell |
36,654
-59
| -0.2% | -$4.88K | 1.98% | 17 |
|
|
2024
Q2 | $2.98M | Sell |
36,713
-320
| -0.9% | -$26K | 2.07% | 16 |
|
|
2024
Q1 | $2.83M | Buy |
37,033
+957
| +3% | +$73K | 1.88% | 18 |
|
|
2023
Q4 | $2.51M | Sell |
36,076
-2,408
| -6% | -$167K | 1.77% | 19 |
|
|
2023
Q3 | $2.31M | Buy |
38,484
+4,674
| +14% | +$280K | 1.8% | 22 |
|
|
2023
Q2 | $2.1M | Buy |
33,810
+6,566
| +24% | +$408K | 1.5% | 25 |
|
|
2023
Q1 | $1.52M | Buy |
27,244
+18,590
| +215% | +$1.04M | 1.01% | 33 |
|
|
2022
Q4 | $423K | Buy |
8,654
+7,372
| +575% | +$360K | 0.27% | 50 |
|
|
2022
Q3 | $59K | Hold |
1,282
| – | – | 0.04% | 98 |
|
|
2022
Q2 | $62K | Sell |
1,282
-576
| -31% | -$27.9K | 0.04% | 104 |
|
|
2022
Q1 | $113K | Sell |
1,858
-4,200
| -69% | -$255K | 0.08% | 90 |
|
|
2021
Q4 | $415K | Sell |
6,058
-870
| -13% | -$59.6K | 0.31% | 49 |
|
|
2021
Q3 | $453K | Buy |
6,928
+463
| +7% | +$30.3K | 0.37% | 48 |
|
|
2021
Q2 | $417K | Buy |
6,465
+1,112
| +21% | +$71.7K | 0.36% | 40 |
|
|
2021
Q1 | $310K | Buy |
5,353
+2,674
| +100% | +$155K | 0.28% | 40 |
|
|
2020
Q4 | $151K | Buy |
+2,679
| New | +$151K | 0.15% | 46 |
|