PWM
Paulson Wealth Management’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 | $446K | Buy |
10,643
+107
| +1% | +$4.49K | 0.12% | 89 |
|
|
2025
Q1 | $427K | Buy |
10,536
+832
| +9% | +$33.7K | 0.12% | 81 |
|
|
2024
Q4 | $382K | Buy |
9,704
+274
| +3% | +$10.8K | 0.1% | 93 |
|
|
2024
Q3 | $393K | Buy |
9,430
+3,673
| +64% | +$153K | 0.11% | 98 |
|
|
2024
Q2 | $218K | Buy |
5,757
+442
| +8% | +$16.7K | 0.06% | 137 |
|
|
2024
Q1 | $207K | Buy |
+5,315
| New | +$207K | 0.06% | 138 |
|