OBWP
O'Brien Wealth Partners’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 | $11.4M | Buy |
272,488
+1,710
| +0.6% | +$71.7K | 1.79% | 17 |
|
|
2025
Q1 | $11M | Sell |
270,778
-2,188
| -0.8% | -$88.6K | 2.04% | 16 |
|
|
2024
Q4 | $10.7M | Buy |
272,966
+6,388
| +2% | +$251K | 1.94% | 16 |
|
|
2024
Q3 | $11.1M | Sell |
266,578
-1,774
| -0.7% | -$74K | 2.18% | 14 |
|
|
2024
Q2 | $10.1M | Buy |
268,352
+18,136
| +7% | +$685K | 2.28% | 14 |
|
|
2024
Q1 | $9.72M | Buy |
250,216
+3,958
| +2% | +$154K | 2.25% | 12 |
|
|
2023
Q4 | $8.84M | Buy |
246,258
+41,288
| +20% | +$1.48M | 2.31% | 11 |
|
|
2023
Q3 | $6.88M | Buy |
204,970
+8,400
| +4% | +$282K | 1.97% | 11 |
|
|
2023
Q2 | $6.81M | Buy |
196,570
+17,531
| +10% | +$607K | 2% | 12 |
|
|
2023
Q1 | $6.1M | Buy |
+179,039
| New | +$6.1M | 1.92% | 11 |
|