55I LLC’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$276K Buy
2022
Q2
Sell
2022
Q1
$564K Sell
2021
Q4
$668K Buy
2021
Q3
$579K Buy
2021
Q2
$569K Buy
2021
Q1
$523K Buy
2020
Q4
$361K Buy