Cahill Financial Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,115
| Closed | -$323K | – | 255 |
|
|
2024
Q2 | $323K | Hold |
3,115
| – | – | 0.04% | 204 |
|
|
2024
Q1 | $311K | Buy |
3,115
+32
| +1% | +$3.19K | 0.04% | 212 |
|
|
2023
Q4 | $279K | Buy |
3,083
+139
| +5% | +$12.6K | 0.04% | 205 |
|
|
2023
Q3 | $238K | Buy |
2,944
+108
| +4% | +$8.75K | 0.04% | 220 |
|
|
2023
Q2 | $236K | Buy |
2,836
+114
| +4% | +$9.5K | 0.04% | 217 |
|
|
2023
Q1 | $207K | Buy |
+2,722
| New | +$207K | 0.04% | 229 |
|