Austin Private 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	$359K	Buy	3,940 +200	+5%	+$18.2K	0.03%	210
2025 Q1	$314K	Buy	3,740 +84	+2%	+$7.05K	0.03%	205
2024 Q4	$281K	Buy	3,656 +239	+7%	+$18.4K	0.03%	210
2024 Q3	$246K	Sell	3,417 -136	-4%	-$9.77K	0.02%	205
2024 Q2	$213K	Buy	+3,553	New	+$213K	0.02%	215