Alteri Wealth’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	$425K	Buy	4,664 +1,425	+44%	+$130K	0.16%	152
2025 Q1	$272K	Buy	+3,239	New	+$272K	0.12%	196