Wealth Architects’s Nuveen ESG Large-Cap ETF NULC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,523
| Closed | -$209K | – | 221 |
|
|
2024
Q3 | $209K | Buy |
+4,523
| New | +$209K | 0.02% | 202 |
|
|
2023
Q4 | – | Sell |
-8,573
| Closed | -$302K | – | 203 |
|
|
2023
Q3 | $302K | Hold |
8,573
| – | – | 0.05% | 142 |
|
|
2023
Q2 | $311K | Sell |
8,573
-690
| -7% | -$25K | 0.05% | 141 |
|
|
2023
Q1 | $317K | Hold |
9,263
| – | – | 0.06% | 134 |
|
|
2022
Q4 | $298K | Buy |
9,263
+2,607
| +39% | +$84K | 0.06% | 133 |
|
|
2022
Q3 | $201K | Hold |
6,656
| – | – | 0.04% | 160 |
|
|
2022
Q2 | $211K | Sell |
6,656
-1,795
| -21% | -$56.9K | 0.04% | 168 |
|
|
2022
Q1 | $326K | Hold |
8,451
| – | – | 0.06% | 148 |
|
|
2021
Q4 | $349K | Buy |
8,451
+1,494
| +21% | +$61.7K | 0.06% | 141 |
|
|
2021
Q3 | $281K | Sell |
6,957
-26
| -0.4% | -$1.05K | 0.05% | 142 |
|
|
2021
Q2 | $280K | Hold |
6,983
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $261K | Sell |
6,983
-336
| -5% | -$12.6K | 0.06% | 133 |
|
|
2020
Q4 | $255K | Hold |
7,319
| – | – | 0.06% | 130 |
|
|
2020
Q3 | $233K | Buy |
+7,319
| New | +$233K | 0.06% | 129 |
|