Charter Oak Capital Management’s Bank of New York Mellon BK Stock Holding History

Charter Oak Capital Management’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$232K	Buy
2022 Q3	–	Sell
2022 Q2	$48K	Hold
2022 Q1	$57K	Hold
2021 Q4	$67K	Hold
2021 Q3	$60K	Hold
2021 Q2	$59K	Hold
2021 Q1	$55K	Hold
2020 Q4	$49K	Buy