Retirement Capital Strategies’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,679
Closed -$556K 76
2024
Q2
$556K Sell
12,679
-8,257
-39% -$362K 0.22% 46
2024
Q1
$904K Buy
20,936
+8,126
+63% +$351K 0.37% 43
2023
Q4
$499K Buy
12,810
+1,628
+15% +$63.4K 0.22% 53
2023
Q3
$394K Buy
11,182
+1,720
+18% +$60.6K 0.18% 46
2023
Q2
$343K Buy
+9,462
New +$343K 0.16% 53