BlackDiamond 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
2025 Q2	$318K	Sell	3,511 -67	-2%	-$6.07K	0.18%	107
2025 Q1	$307K	Buy	3,578 +123	+4%	+$10.6K	0.21%	93
2024 Q4	$265K	Sell	3,455 -84	-2%	-$6.45K	0.15%	128
2024 Q3	$276K	Sell	3,539 -26	-0.7%	-$2.03K	0.17%	131
2024 Q2	$226K	Buy	+3,565	New	+$226K	0.15%	133