LWP
Laurel Wealth Planning’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
24,439
+12,549
| +106% | +$526K | 0.58% | 35 |
|
|
2025
Q1 | $481K | Sell |
11,890
-216
| -2% | -$8.75K | 0.32% | 42 |
|
|
2024
Q4 | $477K | Hold |
12,106
| – | – | 0.31% | 42 |
|
|
2024
Q3 | $505K | Hold |
12,106
| – | – | 0.33% | 42 |
|
|
2024
Q2 | $457K | Buy |
12,106
+3,738
| +45% | +$141K | 0.32% | 40 |
|
|
2024
Q1 | $325K | Hold |
8,368
| – | – | 0.22% | 45 |
|
|
2023
Q4 | $300K | Sell |
8,368
-282,317
| -97% | -$10.1M | 0.21% | 44 |
|
|
2023
Q3 | $9.76M | Sell |
290,685
-16,565
| -5% | -$556K | 7.6% | 1 |
|
|
2023
Q2 | $10.6M | Sell |
307,250
-71,287
| -19% | -$2.47M | 7.6% | 1 |
|
|
2023
Q1 | $12.9M | Sell |
378,537
-97,366
| -20% | -$3.32M | 8.54% | 1 |
|
|
2022
Q4 | $16.3M | Sell |
475,903
-38,984
| -8% | -$1.33M | 10.51% | 1 |
|
|
2022
Q3 | $15.9M | Buy |
514,887
+33,945
| +7% | +$1.05M | 11.7% | 1 |
|
|
2022
Q2 | $16.1M | Buy |
480,942
+146,497
| +44% | +$4.89M | 11.3% | 1 |
|
|
2022
Q1 | $12.7M | Buy |
334,445
+190,504
| +132% | +$7.24M | 8.59% | 1 |
|
|
2021
Q4 | $5.6M | Buy |
143,941
+116,875
| +432% | +$4.54M | 4.24% | 5 |
|
|
2021
Q3 | $1.02M | Buy |
+27,066
| New | +$1.02M | 0.82% | 29 |
|