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

Congress 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 		$390K Sell
9,703
-2,764
-22% -$111K ﹤0.01% 998
2025
Q1 		$476K Buy
+12,467
New +$476K 0.01% 829