Steward Partners Investment Advisory’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $720K | Buy |
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|
2025
Q2 | $630K | Buy |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $185K | Buy |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $82.9K | Buy |
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|
2023
Q1 | $17.1K | Hold |
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|
2022
Q4 | $15.7K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $18K | Buy |
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