Pillar Wealth Advisors’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,700
Closed -$455K 72
2023
Q4
$455K Hold
10,700
0.35% 52
2023
Q3
$431K Sell
10,700
-12,250
-53% -$494K 0.37% 49
2023
Q2
$964K Buy
+22,950
New +$964K 0.81% 34