Institute for 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 Q3	–	Sell	-14,788	Closed	-$617K	–	464
2022 Q2	$617K	Buy	14,788 +9,200	+165%	+$384K	0.12%	217
2022 Q1	$277K	Buy	+5,588	New	+$277K	0.04%	443