Laurel Wealth Planning LLC Nuveen Esg Large Cap Growth Et Transaction History

Laurel Wealth Planning LLC

$151 Million
Q1 2024

A detailed history of Laurel Wealth Planning LLC transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 37,033 shares of NULG stock, worth $3.09 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

37,033

Previous 36,076 2.65%

Holding current value

$3.09 Million

Previous $2.51 Million 12.73%

% of portfolio

1.88%

Previous 1.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$67.37 - $76.81 $64,473 - $73,507	957 Added 2.65%	37,033 $2.83 Million
Q4 2023 Feb 09, 2024	SELL	$57.41 - $69.79 $138,243 - $168,054	-2,408 Reduced 6.26%	36,076 $2.51 Million
Q3 2023 Oct 27, 2023	BUY	$59.35 - $65.15 $277,401 - $304,511	4,674 Added 13.82%	38,484 $2.31 Million
Q2 2023 Jul 19, 2023	BUY	$53.71 - $62.21 $352,659 - $408,470	6,566 Added 24.1%	33,810 $2.1 Million
Q1 2023 Apr 18, 2023	BUY	$48.2 - $55.74 $896,038 - $1.04 Million	18,590 Added 214.81%	27,244 $1.52 Million

Q4 2022 Feb 01, 2023	BUY	$47.06 - $52.72 $346,926 - $388,651	7,372 Added 575.04%	8,654 $423,000
Q2 2022 Aug 09, 2022	SELL	N/A	-576 Reduced 31.0%	1,282 $62,000
Q1 2022 Apr 28, 2022	SELL	N/A	-4,200 Reduced 69.33%	1,858 $113,000
Q4 2021 Feb 01, 2022	SELL	N/A	-870 Reduced 12.56%	6,058 $415,000
Q3 2021 Nov 12, 2021	BUY	N/A	463 Added 7.16%	6,928 $453,000
Q2 2021 Aug 09, 2021	BUY	N/A	1,112 Added 20.77%	6,465 $417,000
Q1 2021 May 06, 2021	BUY	N/A	2,674 Added 99.81%	5,353 $310,000
Q4 2020 Feb 08, 2021	BUY	N/A	2,679 New	2,679 $151,000

Others Institutions Holding NULG

# of Institutions

208

Shares Held

16.3M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG LARGE-CAP GROWTH ET

Ticker NULG
Sector ETFs
Industry ETFs

More about NULG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.

Account

Laurel Wealth Planning LLC Nuveen Esg Large Cap Growth Et Transaction History