WFA
Wipfli Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $84K | Buy |
+2,708
| New | +$84K | 0.01% | 813 |
|
|
2021
Q4 | – | Sell |
-13,534
| Closed | -$507K | – | 48 |
|
|
2021
Q3 | $507K | Hold |
13,534
| – | – | 0.06% | 30 |
|
|
2021
Q2 | $511K | Sell |
13,534
-1,696
| -11% | -$64K | 0.07% | 28 |
|
|
2021
Q1 | $551K | Buy |
15,230
+3,509
| +30% | +$127K | 0.3% | 19 |
|
|
2020
Q4 | $386K | Buy |
+11,721
| New | +$386K | 0.23% | 25 |
|