CAWM
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Capital A Wealth Management’s Bank of New York Mellon BK Stock Holding History

Capital A Wealth Management’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$18.3K Buy
219
+17
+8% +$1.42K 0.02% 233
2024
Q4 		$15.5K Buy
+202
New +$15.5K 0.03% 266