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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.66K	Buy	+106	New	+$9.66K	0.01%	265
2025 Q1	–	Sell	-500	Closed	-$38.4K	–	389
2024 Q4	$38.4K	Buy	+500	New	+$38.4K	0.03%	154