Independent Solutions Wealth Management’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
2022 Q2	–	Sell	-5,262	Closed	-$261K	–	221
2022 Q1	$261K	Sell	5,262 -258	-5%	-$12.8K	0.06%	188
2021 Q4	$321K	Buy	5,520 +149	+3%	+$8.65K	0.08%	174
2021 Q3	$278K	Buy	5,371 +655	+14%	+$34K	0.07%	182
2021 Q2	$242K	Buy	+4,716	New	+$242K	0.06%	192