CFS Investment Advisory Services’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
Q2
$277K Buy
2025
Q1
$244K Sell
2024
Q4
$224K Sell
2024
Q3
$221K Buy
2022
Q2
Sell
2022
Q1
$0 Buy