BDPWM
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Barnes Dennig Private Wealth Management’s Bank of New York Mellon BK Stock Holding History

Barnes Dennig Private Wealth Management’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.03M Sell
55,209
-5,813
-10% -$530K 6.03% 1
2025
Q1 		$5.12M Buy
+61,022
New +$5.12M 7.74% 1