SFP
Sandbox Financial Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,574
| Closed | -$559K | – | 100 |
|
|
2023
Q4 | $559K | Sell |
15,574
-18,714
| -55% | -$672K | 0.26% | 52 |
|
|
2023
Q3 | $1.15M | Buy |
34,288
+2,885
| +9% | +$96.9K | 0.61% | 27 |
|
|
2023
Q2 | $1.09M | Buy |
31,403
+1,081
| +4% | +$37.5K | 0.57% | 26 |
|
|
2023
Q1 | $1.03M | Buy |
30,322
+9,082
| +43% | +$309K | 0.62% | 24 |
|
|
2022
Q4 | $727K | Sell |
21,240
-519
| -2% | -$17.8K | 0.5% | 32 |
|
|
2022
Q3 | $672K | Buy |
21,759
+5,112
| +31% | +$158K | 0.49% | 28 |
|
|
2022
Q2 | $556K | Buy |
16,647
+6,605
| +66% | +$221K | 0.4% | 37 |
|
|
2022
Q1 | $382K | Buy |
10,042
+2,912
| +41% | +$111K | 0.22% | 52 |
|
|
2021
Q4 | $277K | Buy |
+7,130
| New | +$277K | 0.17% | 72 |
|