Milestone Investment Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
2,750
+396
| +17% | +$16.6K | 0.03% | 91 |
|
|
2025
Q1 | $95.3K | Buy |
2,354
+294
| +14% | +$11.9K | 0.03% | 94 |
|
|
2024
Q4 | $81.1K | Hold |
2,060
| – | – | 0.02% | 99 |
|
|
2024
Q3 | $85.9K | Hold |
2,060
| – | – | 0.02% | 96 |
|
|
2024
Q2 | $77.8K | Buy |
2,060
+2,002
| +3,452% | +$75.7K | 0.02% | 96 |
|
|
2024
Q1 | $2.25K | Sell |
58
-504
| -90% | -$19.6K | ﹤0.01% | 127 |
|
|
2023
Q4 | $20.2K | Buy |
562
+12
| +2% | +$431 | 0.01% | 103 |
|
|
2023
Q3 | $18.5K | Sell |
550
-2,853
| -84% | -$95.8K | 0.01% | 259 |
|
|
2023
Q2 | $118K | Hold |
3,403
| – | – | 0.04% | 75 |
|
|
2023
Q1 | $116K | Sell |
3,403
-2,853
| -46% | -$97.2K | 0.04% | 136 |
|
|
2022
Q4 | $214K | Buy |
+6,256
| New | +$214K | 0.08% | 63 |
|