MWM
Mascoma Wealth Management’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 | $1.96M | Sell |
46,877
-11,787
| -20% | -$494K | 0.46% | 29 |
|
|
2025
Q1 | $2.38M | Sell |
58,664
-13,926
| -19% | -$564K | 0.59% | 26 |
|
|
2024
Q4 | $2.86M | Sell |
72,590
-1,705
| -2% | -$67.1K | 0.72% | 20 |
|
|
2024
Q3 | $3.1M | Buy |
74,295
+7,355
| +11% | +$307K | 0.77% | 20 |
|
|
2024
Q2 | $2.53M | Buy |
66,940
+4,437
| +7% | +$168K | 0.67% | 21 |
|
|
2024
Q1 | $2.43M | Buy |
62,503
+10,652
| +21% | +$414K | 0.69% | 19 |
|
|
2023
Q4 | $1.86M | Buy |
51,851
+2,213
| +4% | +$79.5K | 0.56% | 26 |
|
|
2023
Q3 | $1.67M | Sell |
49,638
-1,087
| -2% | -$36.5K | 0.52% | 30 |
|
|
2023
Q2 | $1.8M | Sell |
50,725
-4,247
| -8% | -$151K | 0.55% | 29 |
|
|
2023
Q1 | $1.89M | Buy |
54,972
+4,639
| +9% | +$159K | 0.55% | 34 |
|
|
2022
Q4 | $1.72M | Buy |
50,333
+3,463
| +7% | +$119K | 0.55% | 37 |
|
|
2022
Q3 | $1.45M | Buy |
46,870
+4,882
| +12% | +$151K | 0.5% | 38 |
|
|
2022
Q2 | $1.4M | Buy |
41,988
+28,129
| +203% | +$939K | 0.48% | 40 |
|
|
2022
Q1 | $527K | Buy |
+13,859
| New | +$527K | 0.17% | 70 |
|