Impact Partnership Wealth’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
2024 Q2	–	Sell	-1	Closed	-$30	–	264
2024 Q1	$30	Sell	1 -135	-99%	-$4.05K	﹤0.01%	691
2023 Q4	$7.05K	Sell	136 -1,045	-88%	-$54.2K	﹤0.01%	541
2023 Q3	$50.4K	Sell	1,181 -6,414	-84%	-$273K	0.02%	395
2023 Q2	$338K	Buy	+7,595	New	+$338K	0.12%	120