P.J. Schmidt Investment Management (PJS)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,282
| Closed | -$384K | – | 173 |
|
|
2023
Q1 | $384K | Buy |
11,282
+1,349
| +14% | +$45.9K | 0.08% | 124 |
|
|
2022
Q4 | $340K | Buy |
9,933
+132
| +1% | +$4.52K | 0.08% | 126 |
|
|
2022
Q3 | $318K | Buy |
9,801
+923
| +10% | +$29.9K | 0.08% | 133 |
|
|
2022
Q2 | $315K | Buy |
+8,878
| New | +$315K | 0.07% | 136 |
|