CPA
Clear Point Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
3,058
+341
| +13% | +$40.4K | 0.31% | 84 |
|
|
2025
Q1 | $289K | Buy |
2,717
+285
| +12% | +$30.3K | 0.26% | 87 |
|
|
2024
Q4 | $273K | Buy |
2,432
+307
| +14% | +$34.4K | 0.23% | 99 |
|
|
2024
Q3 | $233K | Buy |
2,125
+144
| +7% | +$15.8K | 0.18% | 103 |
|
|
2024
Q2 | $206K | Buy |
1,981
+502
| +34% | +$52.1K | 0.17% | 103 |
|
|
2024
Q1 | $148K | Buy |
1,479
+1,431
| +2,981% | +$143K | 0.12% | 120 |
|
|
2023
Q4 | $4.34K | Buy |
+48
| New | +$4.34K | ﹤0.01% | 375 |
|