Trademark Financial Management’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 | $1.16M | Buy |
27,762
+991
| +4% | +$41.5K | 0.71% | 30 |
|
|
2025
Q1 | $1.08M | Sell |
26,771
-695
| -3% | -$28.1K | 0.83% | 30 |
|
|
2024
Q4 | $1.08M | Buy |
27,466
+9,939
| +57% | +$391K | 0.86% | 28 |
|
|
2024
Q3 | $731K | Buy |
17,527
+773
| +5% | +$32.3K | 0.58% | 35 |
|
|
2024
Q2 | $633K | Sell |
16,754
-190
| -1% | -$7.18K | 0.52% | 42 |
|
|
2024
Q1 | $658K | Sell |
16,944
-8,014
| -32% | -$311K | 0.55% | 45 |
|
|
2023
Q4 | $896K | Buy |
+24,958
| New | +$896K | 0.66% | 34 |
|