ProVise Management Group’s Kovitz Core Equity ETF EQTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-23,362
Closed -$367K 352
2022
Q4
$367K Buy
+23,362
New +$367K 0.04% 235