Lyell Wealth Management’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Lyell Wealth Management’s Portfolio BKSE Stock Details BKSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$247K	Buy
2023 Q2	$259K	Sell
2023 Q1	$277K	Buy
2022 Q4	$263K	Sell
2022 Q3	$295K	Sell
2022 Q2	$322K	Buy
2022 Q1	$386K	Buy
2021 Q4	$412K	Buy