Great Valley Advisor Group’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	$235K	Sell	2,584 -396	-13%	-$36K	0.01%	816
2025 Q1	$250K	Sell	2,980 -214	-7%	-$17.9K	0.01%	778
2024 Q4	$246K	Buy	3,194 +148	+5%	+$11.4K	0.01%	752
2024 Q3	$219K	Buy	+3,046	New	+$219K	0.01%	783