MWM
MBE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,513
| Closed | -$634K | – | 63 |
|
|
2021
Q1 | $634K | Sell |
17,513
-721
| -4% | -$26.1K | 0.34% | 30 |
|
|
2020
Q4 | $600K | Buy |
+18,234
| New | +$600K | 0.41% | 28 |
|
|
2020
Q2 | – | Sell |
-159
| Closed | -$3K | – | 365 |
|
|
2020
Q1 | $3K | Buy |
+159
| New | +$3K | ﹤0.01% | 427 |
|