OWA
Opal Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-85
| Closed | -$3.21K | – | 860 |
|
|
2024
Q2 | $3.21K | Buy |
+85
| New | +$3.21K | ﹤0.01% | 875 |
|
|
2023
Q3 | – | Sell |
-27,946
| Closed | -$968K | – | 156 |
|
|
2023
Q2 | $968K | Buy |
27,946
+905
| +3% | +$31.4K | 0.48% | 23 |
|
|
2023
Q1 | $921K | Buy |
27,041
+161
| +0.6% | +$5.49K | 0.54% | 21 |
|
|
2022
Q4 | $920K | Buy |
26,880
+23
| +0.1% | +$788 | 0.51% | 29 |
|
|
2022
Q3 | $829K | Buy |
+26,857
| New | +$829K | 0.61% | 22 |
|