Destination Wealth Management’s Bank of New York Mellon BK Stock Holding History

Destination Wealth Management’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$229K	Buy
2019 Q3	–	Sell
2019 Q2	$30K	Sell
2019 Q1	$36K	Sell
2018 Q4	$36K	Buy
2018 Q3	$5K	Sell
2018 Q2	$72K	Buy
2018 Q1	$7K	Buy