RTD Financial 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 | $436K | Sell |
10,396
-794
| -7% | -$33.3K | 0.06% | 78 |
|
|
2025
Q1 | $453K | Sell |
11,190
-212
| -2% | -$8.58K | 0.06% | 84 |
|
|
2024
Q4 | $449K | Buy |
11,402
+365
| +3% | +$14.4K | 0.06% | 84 |
|
|
2024
Q3 | $460K | Buy |
11,037
+850
| +8% | +$35.5K | 0.06% | 86 |
|
|
2024
Q2 | $385K | Sell |
10,187
-1,559
| -13% | -$58.9K | 0.05% | 91 |
|
|
2024
Q1 | $456K | Sell |
11,746
-559
| -5% | -$21.7K | 0.06% | 78 |
|
|
2023
Q4 | $442K | Buy |
12,305
+119
| +1% | +$4.27K | 0.06% | 79 |
|
|
2023
Q3 | $409K | Sell |
12,186
-221
| -2% | -$7.42K | 0.06% | 78 |
|
|
2023
Q2 | $430K | Sell |
12,407
-2,599
| -17% | -$90.1K | 0.06% | 76 |
|
|
2023
Q1 | $511K | Buy |
15,006
+1,720
| +13% | +$58.6K | 0.08% | 71 |
|
|
2022
Q4 | $455K | Buy |
13,286
+1,537
| +13% | +$52.6K | 0.07% | 71 |
|
|
2022
Q3 | $363K | Sell |
11,749
-954
| -8% | -$29.5K | 0.07% | 75 |
|
|
2022
Q2 | $424K | Buy |
12,703
+1,234
| +11% | +$41.2K | 0.07% | 80 |
|
|
2022
Q1 | $436K | Buy |
11,469
+825
| +8% | +$31.4K | 0.06% | 85 |
|
|
2021
Q4 | $414K | Buy |
+10,644
| New | +$414K | 0.05% | 87 |
|