LWP
Laurel Wealth Planning’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
15,026
-2,102
| -12% | -$85.6K | 0.35% | 42 |
|
|
2025
Q1 | $657K | Sell |
17,128
-2,564
| -13% | -$98.3K | 0.44% | 37 |
|
|
2024
Q4 | $825K | Sell |
19,692
-1,507
| -7% | -$63.1K | 0.53% | 35 |
|
|
2024
Q3 | $908K | Sell |
21,199
-649
| -3% | -$27.8K | 0.59% | 32 |
|
|
2024
Q2 | $860K | Sell |
21,848
-1,682
| -7% | -$66.2K | 0.6% | 32 |
|
|
2024
Q1 | $979K | Sell |
23,530
-2,983
| -11% | -$124K | 0.65% | 32 |
|
|
2023
Q4 | $1.04M | Sell |
26,513
-7,177
| -21% | -$281K | 0.73% | 32 |
|
|
2023
Q3 | $1.17M | Sell |
33,690
-6,863
| -17% | -$239K | 0.91% | 29 |
|
|
2023
Q2 | $1.5M | Sell |
40,553
-10,857
| -21% | -$402K | 1.07% | 28 |
|
|
2023
Q1 | $1.82M | Sell |
51,410
-5,733
| -10% | -$203K | 1.21% | 32 |
|
|
2022
Q4 | $1.95M | Sell |
57,143
-9,165
| -14% | -$313K | 1.26% | 30 |
|
|
2022
Q3 | $2.13M | Sell |
66,308
-2,679
| -4% | -$85.9K | 1.56% | 25 |
|
|
2022
Q2 | $2.26M | Sell |
68,987
-11,962
| -15% | -$392K | 1.59% | 23 |
|
|
2022
Q1 | $3.23M | Sell |
80,949
-21,514
| -21% | -$857K | 2.18% | 15 |
|
|
2021
Q4 | $4.3M | Sell |
102,463
-46,978
| -31% | -$1.97M | 3.26% | 10 |
|
|
2021
Q3 | $6.5M | Buy |
149,441
+7,395
| +5% | +$322K | 5.25% | 4 |
|
|
2021
Q2 | $6.41M | Buy |
142,046
+13,775
| +11% | +$622K | 5.59% | 4 |
|
|
2021
Q1 | $5.52M | Sell |
128,271
-1,837
| -1% | -$79.1K | 5.05% | 5 |
|
|
2020
Q4 | $4.99M | Buy |
+130,108
| New | +$4.99M | 4.87% | 6 |
|