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

Accurate Wealth Management’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	$742K	Buy
2025 Q2	$622K	Buy
2025 Q1	$496K	Buy
2024 Q4	$414K	Buy
2024 Q3	$389K	Sell
2024 Q2	$350K	Buy
2024 Q1	$290K	Sell
2023 Q4	$274K	Sell
2023 Q3	$242K	Buy
2023 Q1	–	Sell
2022 Q4	$172K	Buy