RSWM
NULV icon

Robertson Stephens Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Robertson Stephens Wealth Management’s Portfolio NULV Stock Details NULV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,685
Closed -$405K – 465
2023
Q2 		$405K Sell
11,685
-3,985
-25% -$138K 0.03% 310
2023
Q1 		$534K Hold
15,670
– – 0.04% 280
2022
Q4 		$537K Buy
+15,670
New +$537K 0.05% 252