WCFA
Walkner Condon Financial Advisors’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 | $609K | Buy |
14,539
+47
| +0.3% | +$1.97K | 0.11% | 134 |
|
|
2025
Q1 | $587K | Buy |
14,492
+406
| +3% | +$16.4K | 0.12% | 133 |
|
|
2024
Q4 | $555K | Sell |
14,086
-2,301
| -14% | -$90.6K | 0.11% | 147 |
|
|
2024
Q3 | $684K | Sell |
16,387
-398
| -2% | -$16.6K | 0.14% | 124 |
|
|
2024
Q2 | $634K | Sell |
16,785
-1,619
| -9% | -$61.2K | 0.14% | 123 |
|
|
2024
Q1 | $715K | Sell |
18,404
-117
| -0.6% | -$4.55K | 0.15% | 119 |
|
|
2023
Q4 | $665K | Sell |
18,521
-5,616
| -23% | -$202K | 0.15% | 121 |
|
|
2023
Q3 | $811K | Sell |
24,137
-1,078
| -4% | -$36.2K | 0.22% | 97 |
|
|
2023
Q2 | $874K | Buy |
25,215
+1,474
| +6% | +$51.1K | 0.23% | 94 |
|
|
2023
Q1 | $809K | Sell |
23,741
-121
| -0.5% | -$4.12K | 0.23% | 97 |
|
|
2022
Q4 | $817K | Sell |
23,862
-1,866
| -7% | -$63.9K | 0.24% | 86 |
|
|
2022
Q3 | $794K | Buy |
25,728
+46
| +0.2% | +$1.42K | 0.26% | 84 |
|
|
2022
Q2 | $857K | Sell |
25,682
-2,504
| -9% | -$83.6K | 0.27% | 80 |
|
|
2022
Q1 | $1.07M | Buy |
+28,186
| New | +$1.07M | 0.3% | 73 |
|
|
2021
Q4 | – | Sell |
-30,899
| Closed | -$1.16M | – | 159 |
|
|
2021
Q3 | $1.16M | Sell |
30,899
-628
| -2% | -$23.5K | 0.57% | 39 |
|
|
2021
Q2 | $1.19M | Sell |
31,527
-29,775
| -49% | -$1.12M | 0.44% | 52 |
|
|
2021
Q1 | $2.22M | Buy |
61,302
+3,504
| +6% | +$127K | 0.86% | 33 |
|
|
2020
Q4 | $1.9M | Buy |
57,798
+4,791
| +9% | +$158K | 0.82% | 30 |
|
|
2020
Q3 | $1.54M | Buy |
53,007
+7,307
| +16% | +$212K | 0.83% | 31 |
|
|
2020
Q2 | $1.28M | Sell |
45,700
-2,494
| -5% | -$69.6K | 1.12% | 18 |
|
|
2020
Q1 | $1.18M | Buy |
48,194
+14,607
| +43% | +$356K | 1.26% | 16 |
|
|
2019
Q4 | $1.1M | Buy |
+33,587
| New | +$1.1M | 1.06% | 18 |
|