Wipfli Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $73K | Buy |
+1,577
| New | +$73K | 0.01% | 887 |
|
|
2021
Q4 | – | Sell |
-3,417
| Closed | -$224K | – | 47 |
|
|
2021
Q3 | $224K | Hold |
3,417
| – | – | 0.03% | 42 |
|
|
2021
Q2 | $220K | Sell |
3,417
-542
| -14% | -$35K | 0.03% | 43 |
|
|
2021
Q1 | $230K | Sell |
3,959
-2,932
| -43% | -$170K | 0.12% | 30 |
|
|
2020
Q4 | $388K | Buy |
+6,891
| New | +$388K | 0.23% | 24 |
|