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

Daymark Wealth Partners’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Sell
2025 Q2	$383K	Buy
2025 Q1	$335K	Buy
2024 Q4	$294K	Sell
2024 Q3	$474K	Sell
2024 Q2	$526K	Sell
2024 Q1	$611K	Sell
2023 Q4	$636K	Buy
2023 Q3	$505K	Sell
2023 Q2	$548K	Buy