Forvis Mazars 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
2021 Q1	–	Sell	-14,299	Closed	-$607K	–	286
2020 Q4	$607K	Buy	14,299 +425	+3%	+$18K	0.03%	196
2020 Q3	$476K	Buy	13,874 +776	+6%	+$26.6K	0.03%	211
2020 Q2	$506K	Buy	+13,098	New	+$506K	0.03%	193