SRB
Shotwell Rutter Baer’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
24,343
+167
| +0.7% | +$7.09K | 0.7% | 19 |
|
|
2025
Q1 | $894K | Buy |
24,176
+1,146
| +5% | +$42.4K | 0.79% | 17 |
|
|
2024
Q4 | $896K | Sell |
23,030
-971
| -4% | -$37.8K | 0.75% | 18 |
|
|
2024
Q3 | $993K | Buy |
24,001
+1,806
| +8% | +$74.8K | 0.82% | 17 |
|
|
2024
Q2 | $838K | Buy |
+22,195
| New | +$838K | 0.74% | 18 |
|
|
2024
Q1 | – | Sell |
-22,609
| Closed | -$809K | – | 23 |
|
|
2023
Q4 | $809K | Buy |
+22,609
| New | +$809K | 0.77% | 20 |
|