Clear Point Advisors Inc. PVAL Holdings History
Clear Point Advisors Inc.'s Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-06-30, Clear Point Advisors Inc. held 12,103.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $486,900.00. This investment constitutes 0.41% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.01% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2024Q2. And since then Clear Point Advisors Inc. has made 2 purchases of PVAL, at an average price of $37.45, for a total of 13,770.00 shares. In addition, there have been 2 sales at an average price of $37.49 for 1,667.00 shares. Based on historical transaction data and PVAL's current price of $41.12, Clear Point Advisors Inc.'s estimated gain on his PVAL holdings is $44,461.39, reflecting a 8.62% gain to date.
Clear Point Advisors Inc. PVAL ($41.12) Holding Chart
Clear Point Advisors Inc. PVAL ($41.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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