Crux Wealth Advisors’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	$1.04M	Buy	11,460 +3,622	+46%	+$330K	0.44%	66
2025 Q1	$657K	Buy	7,838 +3,238	+70%	+$272K	0.34%	88
2024 Q4	$353K	Buy	+4,600	New	+$353K	0.2%	118