Balasa Dinverno & Foltz’s Bank of New York Mellon BK Stock Holding History

Balasa Dinverno & Foltz’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
2022 Q3	–	Sell
2022 Q2	$243K	Sell
2022 Q1	$382K	Buy
2021 Q4	$438K	Sell
2021 Q3	$395K	Hold
2021 Q2	$391K	Sell
2021 Q1	$379K	Sell
2020 Q4	$372K	Buy