Clear Creek Financial Management’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
Q3
$454K Buy
2025
Q2
$358K Sell
2025
Q1
$354K Sell
2024
Q4
$385K Sell
2024
Q3
$392K Sell
2024
Q2
$346K Sell
2024
Q1
$343K Buy