Pinnacle Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
4,983
-243
| -5% | -$28.8K | 0.49% | 36 |
|
|
2025
Q1 | $556K | Buy |
5,226
+139
| +3% | +$14.8K | 0.63% | 44 |
|
|
2024
Q4 | $570K | Sell |
5,087
-519
| -9% | -$58.2K | 0.63% | 32 |
|
|
2024
Q3 | $614K | Sell |
5,606
-212
| -4% | -$23.2K | 0.73% | 32 |
|
|
2024
Q2 | $604K | Buy |
5,818
+201
| +4% | +$20.9K | 0.76% | 36 |
|
|
2024
Q1 | $561K | Buy |
5,617
+14
| +0.2% | +$1.4K | 0.58% | 38 |
|
|
2023
Q4 | $507K | Sell |
5,603
-6,447
| -54% | -$583K | 0.58% | 28 |
|
|
2023
Q3 | $976K | Sell |
12,050
-684
| -5% | -$55.4K | 1.18% | 35 |
|
|
2023
Q2 | $1.06M | Buy |
+12,734
| New | +$1.06M | 1.07% | 41 |
|