WealthShield Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Sell |
12,298
-705
| -5% | -$66.2K | 0.14% | 161 |
|
2025
Q1 | $1.02M | Sell |
13,003
-663
| -5% | -$51.9K | 0.13% | 160 |
|
2024
Q4 | $1.17M | Buy |
13,666
+409
| +3% | +$35.1K | 0.17% | 134 |
|
2024
Q3 | $1.1M | Sell |
13,257
-186
| -1% | -$15.4K | 0.15% | 145 |
|
2024
Q2 | $1.09M | Sell |
13,443
-588
| -4% | -$47.7K | 0.17% | 139 |
|
2024
Q1 | $1.07M | Sell |
14,031
-2,960
| -17% | -$226K | 0.17% | 138 |
|
2023
Q4 | $1.18M | Sell |
16,991
-9,381
| -36% | -$652K | 0.19% | 127 |
|
2023
Q3 | $1.58M | Buy |
26,372
+4,633
| +21% | +$278K | 0.24% | 115 |
|
2023
Q2 | $1.35M | Buy |
21,739
+799
| +4% | +$49.7K | 0.2% | 122 |
|
2023
Q1 | $1.17M | Sell |
20,940
-984
| -4% | -$54.8K | 0.19% | 133 |
|
2022
Q4 | $1.07M | Buy |
21,924
+1,296
| +6% | +$63.4K | 0.21% | 124 |
|
2022
Q3 | $951K | Buy |
20,628
+202
| +1% | +$9.31K | 0.19% | 132 |
|
2022
Q2 | $985K | Sell |
20,426
-1,520
| -7% | -$73.3K | 0.2% | 128 |
|
2022
Q1 | $1.33M | Buy |
+21,946
| New | +$1.33M | 0.21% | 113 |
|
2021
Q3 | – | Sell |
-1,468
| Closed | -$95K | – | 559 |
|
2021
Q2 | $95K | Sell |
1,468
-191
| -12% | -$12.4K | 0.01% | 369 |
|
2021
Q1 | $96K | Buy |
+1,659
| New | +$96K | 0.02% | 348 |
|
2020
Q4 | – | Sell |
-1,858
| Closed | -$95K | – | 364 |
|
2020
Q3 | $95K | Hold |
1,858
| – | – | 0.03% | 275 |
|
2020
Q2 | $85K | Hold |
1,858
| – | – | 0.04% | 230 |
|
2020
Q1 | $65K | Hold |
1,858
| – | – | 0.04% | 183 |
|
2019
Q4 | $77K | Sell |
1,858
-28
| -1% | -$1.16K | 0.04% | 199 |
|
2019
Q3 | $72K | Buy |
+1,886
| New | +$72K | 0.04% | 190 |
|
2019
Q2 | – | Sell |
-1,886
| Closed | -$66K | – | 264 |
|
2019
Q1 | $66K | Buy |
+1,886
| New | +$66K | 0.04% | 181 |
|