Bright Futures 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 Q1	$259K	Hold	3,500	–	–	0.28%	91
2024 Q4	$301K	Sell	3,500 -925	-21%	-$79.6K	0.27%	94
2024 Q3	$336K	Sell	4,425 -10	-0.2%	-$759	0.16%	153
2024 Q2	$280K	Buy	4,435 +40	+0.9%	+$2.53K	0.15%	160
2024 Q1	$262K	Buy	+4,395	New	+$262K	0.14%	166