Center for Financial Planning’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
2020 Q3	–	Sell	-100	Closed	-$4K	–	445
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	374
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	453
2019 Q4	$5K	Buy	+100	New	+$5K	﹤0.01%	363