PWM
Prentice 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,896
| Closed | -$97K | – | 148 |
|
|
2022
Q2 | $97K | Buy |
+2,896
| New | +$97K | 0.1% | 58 |
|
|
2021
Q4 | – | Sell |
-2,783
| Closed | -$104K | – | 238 |
|
|
2021
Q3 | $104K | Sell |
2,783
-520
| -16% | -$19.4K | 0.05% | 140 |
|
|
2021
Q2 | $125K | Sell |
3,303
-2,490
| -43% | -$94.2K | 0.06% | 128 |
|
|
2021
Q1 | $210K | Buy |
+5,793
| New | +$210K | 0.12% | 85 |
|