PWM
Penobscot 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 | $300K | Buy |
7,160
+1,071
| +18% | +$44.9K | 0.11% | 76 |
|
|
2025
Q1 | $247K | Buy |
+6,089
| New | +$247K | 0.1% | 76 |
|
|
2024
Q2 | – | Sell |
-9,019
| Closed | -$350K | – | 77 |
|
|
2024
Q1 | $350K | Buy |
9,019
+912
| +11% | +$35.4K | 0.22% | 52 |
|
|
2023
Q4 | $291K | Buy |
8,107
+197
| +2% | +$7.07K | 0.2% | 59 |
|
|
2023
Q3 | $266K | Buy |
7,910
+26
| +0.3% | +$874 | 0.2% | 54 |
|
|
2023
Q2 | $273K | Buy |
+7,884
| New | +$273K | 0.2% | 52 |
|