Chicago Partners Investment Group’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	$516K	Buy	5,176 +1,228	+31%	+$122K	0.01%	589
2025 Q1	$331K	Buy	+3,948	New	+$331K	0.01%	652
2017 Q4	–	Sell	-347	Closed	-$18K	–	878
2017 Q3	$18K	Buy	+347	New	+$18K	﹤0.01%	646