Birch Hill Investment Advisors’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
2024
Q1
Sell
-4,000
Closed -$208K 174
2023
Q4
$208K Sell
4,000
-5,376
-57% -$280K 0.01% 161
2023
Q3
$400K Buy
+9,376
New +$400K 0.02% 127