AdviceOne Advisory Services’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
$423K Hold
4,647
0.31% 18
2025
Q1
$390K Hold
4,647
0.32% 16
2024
Q4
$357K Buy
+4,647
New +$357K 0.32% 16