Milestone Investment Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
1,495
-781
| -34% | -$73.4K | 0.04% | 86 |
|
|
2025
Q1 | $178K | Hold |
2,276
| – | – | 0.05% | 81 |
|
|
2024
Q4 | $195K | Buy |
2,276
+1,743
| +327% | +$150K | 0.05% | 80 |
|
|
2024
Q3 | $44K | Hold |
533
| – | – | 0.01% | 104 |
|
|
2024
Q2 | $43.3K | Sell |
533
-20
| -4% | -$1.62K | 0.01% | 104 |
|
|
2024
Q1 | $42.2K | Hold |
553
| – | – | 0.01% | 101 |
|
|
2023
Q4 | $38.4K | Sell |
553
-500
| -47% | -$34.7K | 0.01% | 97 |
|
|
2023
Q3 | $63.1K | Hold |
1,053
| – | – | 0.02% | 179 |
|
|
2023
Q2 | $65.5K | Sell |
1,053
-533
| -34% | -$33.2K | 0.02% | 84 |
|
|
2023
Q1 | $88.4K | Buy |
1,586
+333
| +27% | +$18.6K | 0.03% | 155 |
|
|
2022
Q4 | $61.3K | Buy |
+1,253
| New | +$61.3K | 0.02% | 81 |
|