Plum Street Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
52,599
+31
| +0.1% | +$1.3K | 0.97% | 26 |
|
|
2025
Q1 | $2.13M | Buy |
52,568
+1,785
| +4% | +$72.3K | 1.03% | 24 |
|
|
2024
Q4 | $2M | Buy |
50,783
+12,603
| +33% | +$496K | 0.99% | 26 |
|
|
2024
Q3 | $1.59M | Hold |
38,180
| – | – | 0.81% | 30 |
|
|
2024
Q2 | $1.44M | Hold |
38,180
| – | – | 0.84% | 31 |
|
|
2024
Q1 | $1.59M | Buy |
38,180
+1,514
| +4% | +$63.2K | 0.81% | 30 |
|
|
2023
Q4 | $1.32M | Buy |
+36,666
| New | +$1.32M | 0.88% | 29 |
|