OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,095
| Closed | -$211K | – | 1028 |
|
|
2023
Q2 | $211K | Hold |
6,095
| – | – | ﹤0.01% | 944 |
|
|
2023
Q1 | $208K | Sell |
6,095
-1
| -0% | -$34 | ﹤0.01% | 905 |
|
|
2022
Q4 | $209K | Buy |
+6,096
| New | +$209K | 0.01% | 768 |
|
|
2019
Q3 | – | Sell |
-750
| Closed | -$23K | – | 920 |
|
|
2019
Q2 | $23K | Buy |
+750
| New | +$23K | ﹤0.01% | 769 |
|