DWM
Diversify Wealth Management’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
158,206
+4,811
| +3% | +$505K | 1.03% | 17 |
|
|
2025
Q1 | $14.4M | Buy |
153,395
+18,317
| +14% | +$1.71M | 1.07% | 17 |
|
|
2024
Q4 | $13.7M | Sell |
135,078
-17,935
| -12% | -$1.81M | 1.07% | 17 |
|
|
2024
Q3 | $15.6M | Buy |
153,013
+5,023
| +3% | +$511K | 1.5% | 9 |
|
|
2024
Q2 | $13.6M | Buy |
+147,990
| New | +$13.6M | 1.69% | 8 |
|