Caliber Wealth Management (Kansas)’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	$221K	Sell	2,425 -90	-4%	-$8.2K	0.02%	261
2025 Q1	$211K	Buy	+2,515	New	+$211K	0.03%	235