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

Golden State Wealth Management’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 Q3	$3.27K	Sell
2025 Q2	$12.4K	Buy
2025 Q1	$8.84K	Sell
2024 Q4	$9.66K	Buy
2020 Q3	–	Sell
2020 Q2	$241K	Buy
2020 Q1	$187K	Buy
2019 Q4	–	Sell
2019 Q3	$252K	Buy
2019 Q2	$13K	Hold
2019 Q1	$15K	Buy