Atria Wealth Solutions’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
92,151
+1,664
+2% +$66.9K 0.08% 265
2025
Q1
$3.45M Sell
90,487
-6,347
-7% -$242K 0.04% 445
2024
Q4
$3.59M Sell
96,834
-2,702
-3% -$100K 0.04% 446
2024
Q3
$3.78M Buy
99,536
+40,975
+70% +$1.55M 0.04% 419
2024
Q2
$2.13M Buy
+58,561
New +$2.13M 0.02% 601