Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.86M | Sell |
174,479
-2,965
| -2% | -$99.6K | 1.14% | 19 |
|
|
2023
Q2 | $6.15M | Buy |
177,444
+3,774
| +2% | +$131K | 1.02% | 22 |
|
|
2023
Q1 | $5.92M | Buy |
173,670
+2,479
| +1% | +$84.5K | 1.07% | 23 |
|
|
2022
Q4 | $5.86M | Buy |
171,191
+72,374
| +73% | +$2.48M | 1.05% | 22 |
|
|
2022
Q3 | $3.05M | Buy |
98,817
+40,084
| +68% | +$1.24M | 0.64% | 40 |
|
|
2022
Q2 | $1.96M | Buy |
58,733
+20,344
| +53% | +$679K | 0.4% | 66 |
|
|
2022
Q1 | $1.46M | Buy |
+38,389
| New | +$1.46M | 0.25% | 97 |
|