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Balanced Rock Investment Advisors’s Bank of New York Mellon BK Stock Holding History

Balanced Rock Investment Advisors’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,020
Closed -$365K – 90
2023
Q4 		$365K Buy
+7,020
New +$365K 0.32% 71