1620 Investment Advisors’s Bank of New York Mellon BK Stock Holding History

1620 Investment Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$114K	Sell
2025 Q2	$109K	Sell
2025 Q1	$101K	Hold
2024 Q4	$92.9K	Sell
2024 Q3	$90.1K	Sell
2024 Q2	$227K	Buy
2024 Q1	$256K	Buy
2023 Q3	–	Sell
2023 Q2	$375K	Buy