Wealth Forward LLC’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 | $2.4M | Sell |
20,232
-16
| -0.1% | -$1.9K | 1.61% | 13 |
|
|
2025
Q1 | $2.15M | Buy |
20,248
+122
| +0.6% | +$13K | 1.53% | 13 |
|
|
2024
Q4 | $2.26M | Buy |
20,126
+3,474
| +21% | +$389K | 1.59% | 12 |
|
|
2024
Q3 | $1.82M | Buy |
16,652
+5,059
| +44% | +$554K | 1.28% | 13 |
|
|
2024
Q2 | $1.2M | Sell |
11,593
-319
| -3% | -$33.1K | 0.94% | 14 |
|
|
2024
Q1 | $1.19M | Buy |
11,912
+147
| +1% | +$14.7K | 0.94% | 15 |
|
|
2023
Q4 | $1.06M | Buy |
+11,765
| New | +$1.06M | 0.9% | 15 |
|