Gitterman 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
2025 Q1	–	Sell	-4,734	Closed	-$364K	–	139
2024 Q4	$364K	Sell	4,734 -65	-1%	-$5K	0.15%	59
2024 Q3	$345K	Buy	+4,799	New	+$345K	0.14%	46