Aventura Private Wealth’s Bank of New York Mellon BK Stock Holding History

Aventura Private Wealth’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$80K	Sell
2025 Q3	$82K	Hold
2025 Q2	$68.5K	Buy
2025 Q1	$38.7K	Buy
2024 Q4	$30.2K	Buy