Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,399
| Closed | -$283K | – | 1990 |
|
|
2021
Q1 | $283K | Sell |
7,399
-1,494
| -17% | -$57.1K | 0.01% | 871 |
|
|
2020
Q4 | $293K | Sell |
8,893
-2,347
| -21% | -$77.3K | 0.01% | 707 |
|
|
2020
Q3 | $327K | Buy |
11,240
+337
| +3% | +$9.8K | 0.02% | 584 |
|
|
2020
Q2 | $304K | Sell |
10,903
-4,716
| -30% | -$131K | 0.02% | 593 |
|
|
2020
Q1 | $381K | Buy |
15,619
+1,991
| +15% | +$48.6K | 0.03% | 477 |
|
|
2019
Q4 | $447K | Buy |
13,628
+6,493
| +91% | +$213K | 0.03% | 481 |
|
|
2019
Q3 | $223K | Buy |
+7,135
| New | +$223K | 0.02% | 606 |
|