OBWG
Onyx Bridge Wealth Group’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 | $1.11M | Buy |
26,552
+10,808
| +69% | +$453K | 0.15% | 111 |
|
|
2025
Q1 | $637K | Sell |
15,744
-3,314
| -17% | -$134K | 0.09% | 137 |
|
|
2024
Q4 | $750K | Buy |
19,058
+4,487
| +31% | +$177K | 0.11% | 122 |
|
|
2024
Q3 | $608K | Buy |
14,571
+4,597
| +46% | +$192K | 0.09% | 140 |
|
|
2024
Q2 | $377K | Buy |
9,974
+463
| +5% | +$17.5K | 0.06% | 176 |
|
|
2024
Q1 | $354K | Buy |
9,511
+2,346
| +33% | +$87.4K | 0.06% | 181 |
|
|
2023
Q4 | $257K | Sell |
7,165
-23,715
| -77% | -$852K | 0.05% | 207 |
|
|
2023
Q3 | $1.04M | Buy |
30,880
+6,721
| +28% | +$226K | 0.24% | 67 |
|
|
2023
Q2 | $837K | Buy |
24,159
+817
| +4% | +$28.3K | 0.2% | 89 |
|
|
2023
Q1 | $795K | Sell |
23,342
-2,342
| -9% | -$79.8K | 0.32% | 60 |
|
|
2022
Q4 | $903K | Buy |
25,684
+7,774
| +43% | +$273K | 0.37% | 41 |
|
|
2022
Q3 | $556K | Sell |
17,910
-640
| -3% | -$19.9K | 0.25% | 69 |
|
|
2022
Q2 | $629K | Buy |
18,550
+10,382
| +127% | +$352K | 0.28% | 49 |
|
|
2022
Q1 | $299K | Sell |
8,168
-6,711
| -45% | -$246K | 0.11% | 105 |
|
|
2021
Q4 | $585K | Buy |
14,879
+7,321
| +97% | +$288K | 0.2% | 65 |
|
|
2021
Q3 | $294K | Buy |
+7,558
| New | +$294K | 0.11% | 97 |
|