IAG Wealth 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
2025 Q2	$9.39K	Hold	103	–	–	﹤0.01%	346
2025 Q1	$8.64K	Hold	103	–	–	﹤0.01%	355
2024 Q4	$7.91K	Hold	103	–	–	﹤0.01%	371
2024 Q3	$7.4K	Hold	103	–	–	﹤0.01%	376
2024 Q2	$6.17K	Buy	+103	New	+$6.17K	﹤0.01%	379