BKM Wealth Management’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	-1,565	Closed	-$81.5K	–	231
2023 Q4	$81.5K	Buy	+1,565	New	+$81.5K	0.03%	217