Crestwood Advisors 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
2017
Q4
Sell
-4,000
Closed -$212K 192
2017
Q3
$212K Hold
4,000
0.02% 142
2017
Q2
$211K Hold
4,000
0.02% 134
2017
Q1
$188K Buy
+4,000
New +$188K 0.02% 141