AWM
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Able Wealth Management’s Bank of New York Mellon BK Stock Holding History

Able Wealth Management’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-615
Closed -$32K – 143
2023
Q4 		$32K Buy
+615
New +$32K 0.03% 167