Stratos Wealth Partners’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 | $303K | Sell |
7,222
-425
| -6% | -$17.8K | ﹤0.01% | 1135 |
|
2025
Q1 | $310K | Buy |
7,647
+31
| +0.4% | +$1.26K | ﹤0.01% | 1078 |
|
2024
Q4 | $300K | Buy |
7,616
+391
| +5% | +$15.4K | ﹤0.01% | 1148 |
|
2024
Q3 | $301K | Sell |
7,225
-100
| -1% | -$4.17K | ﹤0.01% | 1147 |
|
2024
Q2 | $277K | Hold |
7,325
| – | – | ﹤0.01% | 1118 |
|
2024
Q1 | $285K | Buy |
7,325
+33
| +0.5% | +$1.28K | ﹤0.01% | 1127 |
|
2023
Q4 | $262K | Sell |
7,292
-117
| -2% | -$4.2K | ﹤0.01% | 1143 |
|
2023
Q3 | $249K | Buy |
+7,409
| New | +$249K | 0.01% | 1090 |
|
2018
Q4 | – | Sell |
-1,075
| Closed | -$33K | – | 1928 |
|
2018
Q3 | $33K | Buy |
+1,075
| New | +$33K | ﹤0.01% | 1649 |
|