Wells Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,922
Closed -$99.6K 69
2023
Q1
$99.6K Hold
2,922
0.08% 48
2022
Q4
$100K Buy
2,922
+1,282
+78% +$43.9K 0.08% 48
2022
Q3
$51K Buy
1,640
+200
+14% +$6.22K 0.05% 49
2022
Q2
$48K Buy
+1,440
New +$48K 0.04% 44