Defined 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
2022 Q1	–	Sell	-3,800	Closed	-$221K	–	94
2021 Q4	$221K	Buy	+3,800	New	+$221K	0.18%	92
2021 Q1	–	Sell	-3,800	Closed	-$161K	–	106
2020 Q4	$161K	Buy	+3,800	New	+$161K	0.16%	96