Wealth Enhancement Advisory Services’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 | $638K | Sell |
15,027
-166
| -1% | -$7.05K | ﹤0.01% | 2020 |
|
|
2025
Q1 | $615K | Sell |
15,193
-1,576
| -9% | -$63.8K | ﹤0.01% | 1884 |
|
|
2024
Q4 | $660K | Buy |
16,769
+6,372
| +61% | +$251K | ﹤0.01% | 1778 |
|
|
2024
Q3 | $434K | Sell |
10,397
-1,904
| -15% | -$79.4K | ﹤0.01% | 1898 |
|
|
2024
Q2 | $465K | Buy |
12,301
+755
| +7% | +$28.5K | ﹤0.01% | 1690 |
|
|
2024
Q1 | $449K | Buy |
11,546
+2,042
| +21% | +$79.4K | ﹤0.01% | 1644 |
|
|
2023
Q4 | $341K | Sell |
9,504
-31,034
| -77% | -$1.11M | ﹤0.01% | 1730 |
|
|
2023
Q3 | $1.36M | Buy |
+40,538
| New | +$1.36M | ﹤0.01% | 990 |
|
|
2022
Q3 | – | Sell |
-80,816
| Closed | -$2.72M | – | 368 |
|
|
2022
Q2 | $2.72M | Buy |
+80,816
| New | +$2.72M | 0.04% | 181 |
|
|
2022
Q1 | – | Sell |
-37,357
| Closed | -$1.41M | – | 321 |
|
|
2021
Q4 | $1.41M | Buy |
37,357
+315
| +0.9% | +$11.8K | 0.02% | 190 |
|
|
2021
Q3 | $1.46M | Buy |
37,042
+1,537
| +4% | +$60.7K | 0.02% | 165 |
|
|
2021
Q2 | $1.35M | Buy |
35,505
+8,858
| +33% | +$336K | 0.02% | 166 |
|
|
2021
Q1 | $979K | Buy |
26,647
+4,813
| +22% | +$177K | 0.02% | 199 |
|
|
2020
Q4 | $737K | Buy |
21,834
+832
| +4% | +$28.1K | 0.02% | 184 |
|
|
2020
Q3 | $639K | Buy |
21,002
+10,252
| +95% | +$312K | 0.02% | 184 |
|
|
2020
Q2 | $313K | Buy |
+10,750
| New | +$313K | 0.01% | 198 |
|