Congress Wealth Management’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 Q2	–	Sell	-3,263	Closed	-$326K	–	712
2024 Q1	$326K	Buy	+3,263	New	+$326K	0.01%	497