CIC Wealth’s Bank of New York Mellon BK Stock Holding History

CIC Wealth’s Portfolio BK Stock Details BK Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$203K	Buy
2023 Q2	–	Sell
2023 Q1	$203K	Sell
2022 Q4	$249K	Buy