Herold Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Sell |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $670K | Hold |
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|
2023
Q4 | $607K | Hold |
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|
2023
Q3 | $544K | Hold |
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|
2023
Q2 | $560K | Hold |
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|
2023
Q1 | $511K | Sell |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $584K | Hold |
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|
2022
Q2 | $614K | Hold |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $831K | Sell |
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|
2021
Q3 | $763K | Buy |
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