Walkner Condon Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $587K | Buy |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $634K | Sell |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $665K | Sell |
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|
2023
Q3 | $811K | Sell |
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|
2023
Q2 | $874K | Buy |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $817K | Sell |
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|
2022
Q3 | $794K | Buy |
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|
2022
Q2 | $857K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $2.22M | Buy |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.1M | Buy |
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