Holistic Financial Partners’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
2018 Q2	–	Sell	-162	Closed	-$8K	–	73
2018 Q1	$8K	Hold	162	–	–	0.01%	330
2017 Q4	$9K	Buy	+162	New	+$9K	0.01%	334