SWA
PVAL icon

Sax Wealth Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Sax Wealth Advisors’s Portfolio PVAL Stock Details PVAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.5M Buy
360,157
+204,071
+131% +$8.21M 0.87% 25
2025
Q1 		$5.94M Buy
156,086
+67,438
+76% +$2.57M 0.43% 39
2024
Q4 		$3.29M Buy
+88,648
New +$3.29M 0.26% 53