Fortis Group Advisors’s Bank of New York Mellon BK Stock Holding History

Fortis Group Advisors’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 Q2	$564K	Sell
2025 Q1	$567K	Sell
2024 Q4	$545K	Hold
2024 Q3	$510K	Hold
2024 Q2	$425K	Hold
2024 Q1	$409K	Sell
2023 Q4	$739K	Buy
2023 Q3	$303K	Buy
2020 Q3	$243K	Buy