Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$19.4K | – | 999 |
|
|
2024
Q1 | $19.4K | Sell |
500
-450
| -47% | -$17.5K | ﹤0.01% | 522 |
|
|
2023
Q4 | $34.1K | Hold |
950
| – | – | 0.01% | 413 |
|
|
2023
Q3 | $31.9K | Sell |
950
-50
| -5% | -$1.68K | 0.01% | 414 |
|
|
2023
Q2 | $34.7K | Hold |
1,000
| – | – | 0.01% | 407 |
|
|
2023
Q1 | $34.1K | Hold |
1,000
| – | – | 0.01% | 411 |
|
|
2022
Q4 | $34 | Hold |
1,000
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $30 | Hold |
1,000
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $33 | Buy |
1,000
+200
| +25% | +$7 | ﹤0.01% | 450 |
|
|
2022
Q1 | $30 | Buy |
800
+300
| +60% | +$11 | ﹤0.01% | 472 |
|
|
2021
Q4 | $19 | Hold |
500
| – | – | ﹤0.01% | 511 |
|
|
2021
Q3 | $18 | Hold |
500
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $18 | Buy |
500
+200
| +67% | +$7 | ﹤0.01% | 494 |
|
|
2021
Q1 | $10 | Buy |
+300
| New | +$10 | ﹤0.01% | 557 |
|