ACG Wealth’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
Sell
2022
Q2
$0 Buy
2019
Q1
Sell
2018
Q4
$222K Sell
2018
Q3
$248K Buy
2018
Q2
$251K Buy
2018
Q1
$206K Buy