GC Wealth Management RIA’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
2025 Q2	$342K	Buy	+3,752	New	+$342K	0.03%	406
2024 Q4	–	Sell	-5,959	Closed	-$428K	–	291
2024 Q3	$428K	Buy	+5,959	New	+$428K	0.07%	211