MWM
Mascoma Wealth Management’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 | $2.4M | Sell |
25,565
-1,476
| -5% | -$139K | 0.56% | 25 |
|
|
2025
Q1 | $2.12M | Sell |
27,041
-4,237
| -14% | -$332K | 0.53% | 27 |
|
|
2024
Q4 | $2.68M | Sell |
31,278
-2,953
| -9% | -$253K | 0.67% | 22 |
|
|
2024
Q3 | $2.83M | Buy |
34,231
+1,887
| +6% | +$156K | 0.7% | 22 |
|
|
2024
Q2 | $2.63M | Buy |
32,344
+2,973
| +10% | +$241K | 0.7% | 20 |
|
|
2024
Q1 | $2.24M | Buy |
29,371
+5,469
| +23% | +$417K | 0.64% | 21 |
|
|
2023
Q4 | $1.66M | Buy |
23,902
+1,063
| +5% | +$73.8K | 0.5% | 29 |
|
|
2023
Q3 | $1.37M | Sell |
22,839
-432
| -2% | -$25.9K | 0.43% | 34 |
|
|
2023
Q2 | $1.46M | Buy |
23,271
+18,019
| +343% | +$1.13M | 0.45% | 34 |
|
|
2023
Q1 | $292K | Buy |
5,252
+944
| +22% | +$52.4K | 0.09% | 92 |
|
|
2022
Q4 | $211K | Buy |
4,308
+1,480
| +52% | +$72.4K | 0.07% | 112 |
|
|
2022
Q3 | $130K | Buy |
2,828
+530
| +23% | +$24.4K | 0.05% | 140 |
|
|
2022
Q2 | $111K | Buy |
2,298
+2,250
| +4,688% | +$109K | 0.04% | 162 |
|
|
2022
Q1 | $3K | Sell |
48
-78
| -62% | -$4.88K | ﹤0.01% | 541 |
|
|
2021
Q4 | $9K | Buy |
+126
| New | +$9K | ﹤0.01% | 414 |
|