WWA
WCG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,365
| Closed | -$415K | – | 313 |
|
|
2023
Q3 | $415K | Buy |
+12,365
| New | +$415K | 0.03% | 249 |
|
|
2023
Q2 | – | Sell |
-38,557
| Closed | -$1.31M | – | 182 |
|
|
2023
Q1 | $1.31M | Sell |
38,557
-18
| -0% | -$613 | 0.17% | 95 |
|
|
2022
Q4 | $1.32M | Buy |
38,575
+2,607
| +7% | +$89.3K | 0.18% | 92 |
|
|
2022
Q3 | $1.19M | Sell |
35,968
-719
| -2% | -$23.8K | 0.16% | 109 |
|
|
2022
Q2 | $1.23M | Buy |
+36,687
| New | +$1.23M | 0.17% | 103 |
|