Consultiva Wealth Management’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	$50K	Hold	549	–	–	0.15%	94
2025 Q1	$46K	Hold	549	–	–	0.16%	93
2024 Q4	$42.2K	Buy	+549	New	+$42.2K	0.21%	61