CWM
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Castle Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Castle Wealth Management’s Portfolio PVAL Stock Details PVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.41M Buy
209,171
+73,304
+54% +$2.95M 3.06% 4
2025
Q1 		$5.17M Buy
+135,867
New +$5.17M 2.03% 11