Bright Futures Wealth Management’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$381K Buy
2025
Q1
$259K Hold
2024
Q4
$301K Sell
2024
Q3
$336K Sell
2024
Q2
$280K Buy
2024
Q1
$262K Buy